Jeffrey KirwoodCRD Number: 5950168
Current Firm: Aspen Grove Capital, LLC
Jeffrey Kirwood (CRD# 5950168) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 5 years of experience in the finance industry.
Zidel Financial Inc.
Lpl Financial LLC
Rightpath Investments & Financial Planning, Inc.
|Aspen Grove Capital, LLC||Avon, CO||Mar 2011 - Current||6|
|Lakeside Capital Group, LLC||Avon, CO||Apr 2008 - Dec 2010||2|
|Liberty Media Corporation||Englewood, CO||Apr 2004 - Apr 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management1,395MILLIONS
Total Number of Accounts141ACCOUNTS
Average Account Value$9,890,230
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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