Jeffry S. Livingston

Value Statement

Jeffry Livingston, Senior Investment Consultant, in Chicago believes that clients have only one life to live. It is with this vision that Jeff helps his clients prioritize their goals in order to create and maintain their ideal lifestyle. With this mindset, Jeff has built his business and cemented strong relationships with his clients and their families. The cornerstones of Jeff’s business are simple: trust, service, advice, concern, and always striving to provide complete client satisfaction.

Wealth Management Approach

Jeff specializes in designing and managing investment portfolios. Utilizing a consultative approach with his high net worth clients, he seeks a complete understanding of not only their financial objectives, but also life goals, as the two are necessarily intertwined. Through this prism, Jeff constructs and implements each unique investment plan, tailored specifically to his clients’ needs, achieving a balance of expected return, risk, tax-sensitivity and cost.

Qualifications

Jeff’s greatest fulfillment comes from making a positive impact on the families and businesses with which he works. A graduate of University of Illinois of Chicago, Jeff has over 22 years of industry experience, previously holding the position of Managing Director at BrokersXpress, as well as Vice President at Wells Fargo Advisors, Wachovia Securities, and A.G. Edwards and Sons. He holds the following FINRA Securities Licenses; Series 7, 63, and 65, in addition to his State of Illinois Insurance Licenses.

Personal Information 

Jeff resides in Chicago with his wife, and is active in community and philanthropic affairs.

About Regal Securities

Regal Securities, Inc., member FINRA/SIPC, was established in 1977 as an independent brokerage firm known for select service and flexibility. Over three decades, Regal has evolved into a diversified financial services firm and is dedicated to providing the highest quality investment services, product diversification and execution to a broad range of clients.

Regal registered representatives and advisors have the independence to manage their own business and receive customized solutions for their evolving practice without the restrictions of larger firms. In doing so, we offer our representatives the freedom and flexibility to excel at their business and in turn, provide superior service to their clients.

National headquarters are located at 950 Milwaukee Avenue, Suite 101, Glenview, IL 60025 with branch and local offices nationwide.