Jeff Imber, financial advisor Ann Arbor MI
93 score

Jeff Imber

CRD 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.

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Company Name Location Dates Years
Capital Asset Advisory Services Haslett, MI Jun 2011 - Current 5
Imber Financial Group, Llc (144846) Ann Arbor, MI Jun 2009 - Current 7
Horizons Planning Corp Ann Arbor, MI Nov 2007 - Current 9
Imber Tax Advisory Group, LLC Ann Arbor, MI Mar 2004 - Current 12
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
Contact Info for Jeff A. Imber
Phone Number: 517-339-7662
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    10,016
    ACCOUNTS
  • Average Account Value
    $111,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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