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Jeff Draughon & Crissy Shirley

Jeff Draughon, AAMS

Partner and Co-Founder

jeff.draughon@lpl.com


Born and raised in Alexandria, Jeff received his bachelor’s degree from LSU (1991) and his master’s degree from the United States Sports Academy in Sports Management (1992). After graduation, he spent four years in the LSU Athletic Department in the NCAA Compliance Office. Jeff has worked in the financial services business for 21 years. His experiences in the financial field include, but are not limited to, client consultation and financial management for asset accumulation and wealth preservation, as well as comprehensive financial planning.


Jeff is a registered representative with LPL Financial. LPL Financial is one of the nation's leading financial services companies and the largest independent broker/dealer (As reported by Financial Planning magazine, June 1996-2016, based on total revenue) supporting over 14,000 financial advisors nationwide. Being 100% committed to the success of the financial professionals they serve is what has helped LPL Financial become one of the leading diversified financial services organizations in the country, with headquarters in Boston, Charlotte, and San Diego.


Jeff holds the following registrations through LPL Financial:  Series 7 (General Securities Representative) , Series 63 (Uniform State Securities Law License) & Series 65 (Uniform Investment Advisor Law Examination) . Other registrations also held through LPL Financial include: Series 24 (General Securities Principal/Branch Manager); Series 53 (Municipal Securities Principal). Jeff also has his life/health insurance license and has completed the AAMS (Accredited Asset Management Specialist) course.


Jeff’s firm, UDB Financial has 4 locations throughout the state of Louisiana: Alexandria, Baton Rouge, Leesville & Marksville. The firm has 9 financial consultants who service over $550 million in brokerage and advisory assets through LPL Financial as of January 2016.


Over his 21 years in the financial services business, Jeff has received service and production based awards from his previous broker/dealer (Edward Jones from 1995-2002) and production based awards from LPL Financial since 2003. Most recently in 2015, Jeff was named to LPL Financial's prestigious Chairman's Club, a status reserved for the top six percent of all LPL advisors, based on production rankings.


Outside the office, Jeff is a member of Calvary Baptist Church where he serves as a Deacon & Men's Ministry Leader.  He is also a member of the Central Louisiana Chamber of Commerce.
 

Jeff is a volunteer for Baptist Medical & Dental Mission International (BMDMI). He recently received Honorable Mention for philanthropic excellence in the tenth annual Invest in Others Community Leadership Awards. The Invest in Others Charitable Foundation established the Community Leadership Awards to recognize the charitable work of financial advisors and financial services firms in communities across the country and around the world. 

Married since 1997, Jeff and his wife, Dana have three children: Sarah, Kathryn and Elizabeth.





Crissy Shirley

Account Executive/Compliance Liaison

crissy.shirley@lpl.com


A native of Pineville, LA, Crissy received a degree from LSUA in 2001. She is a LPL Registered account executive and holds a Series 7 Securities registration through LPL Financial and a Life, Health and Accident Insurance License.  Her day to day activities include operational and administrative duties for Jeff Draughon, as well as, customer service.  She is also responsible for compliance issues at UDB Financial.


Crissy has been with UDB Financial since its inception in 2003. Prior to that she worked for five years with Jeff Draughon and Michael Upton as a Branch Office Administrator at a national investment firm.


Crissy and her husband, Charlie were married in 2001 and have one child, Carson.  She enjoys attending her son's various sporting events, being outdoors and spending quality time with family and friends.


                    Congratulations!!!                                      20 UNDER forty                                       2016 Award Winner
Award given by the Town Talk of Central Louisiana
                  

• Lori Decker,

Financial Consultant

Press Releases
31
Aug
UDB Financial Attends National Financial Services Industry Conference

Michael Upton, Jeff Draughon, Brian Flynn, Stan Bollinger, Lori Decker, Tony Ragusa, Bradley Secrest & ...read more

07
Jul
Jeff Draughon of UDB Financial Honored for Charitable Work with Baptist Medical & Dental Mission International BMDMI

Jeff Draughon, owner/financial consultant for UDB Financial, and a volunteer for Baptist Medical & Dental ...read more

10
Mar
Jeff Draughon Attends LPL Financial's Masters 2016 Conference

Jeff Draughon from UDB Financial recently attended the LPL Financial Masters 2016 conference, an event ...read more

News
  • Aug 31
    - UDB Financial Attends National Financial Services Industry Conference
  • Jul 07
    - Jeff Draughon of UDB Financial Honored for Charitable Work with Baptist Medical & Dental Mission International BMDMI
  • Mar 10
    - Jeff Draughon Attends LPL Financial's Masters 2016 Conference

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