Jeff ImberCRD Number: 5438695
Current Firm: Capital Asset Advisory Services, LLC
Jeff Imber (CRD# 5438695) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Ann Arbor, MI and has over 6 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Tamma Capital LLC
|Capital Asset Advisory Services||Haslett, MI||Jun 2011 - Current||6|
|Imber Financial Group, Llc (144846)||Ann Arbor, MI||Jun 2009 - Current||8|
|Horizons Planning Corp||Ann Arbor, MI||Nov 2007 - Current||9|
|Imber Tax Advisory Group, LLC||Ann Arbor, MI||Mar 2004 - Current||13|
|Legacy Shapers||Ann Arbor, MI||Mar 2004 - Jun 2010||6|
|Legacy Financial Systems, Inc.||Ann Arbor, MI||Jun 2003 - Jun 2010||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management1,122MILLIONS
Total Number of Accounts10,016ACCOUNTS
Average Account Value$111,979
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
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