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Jeffrey Brent Everett

Chief Investment Officer/Chief Compliance OfficerTalis Advisory Services, LLCCRD 4443268

About Jeffrey Brent Everett

Jeffrey Brent Everett is listed as Chief Investment Officer/Chief Compliance Officer at Talis Advisory Services, LLC in Richardson, TX. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Talis Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Brent Everett work?

Jeffrey Brent Everett is listed as Chief Investment Officer/Chief Compliance Officer at Talis Advisory Services, LLC on SEC Form ADV.

How much of Talis Advisory Services, LLC does Jeffrey Brent Everett own?

Form ADV reports a beneficial ownership band of 5-10%.

Talis Advisory Services, LLC

TitleChief Investment Officer/Chief Compliance Officer
Ownership5-10%
Control personYes
Since2005
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