Jeffrey Arnold, financial advisor Denver CO

Jeffrey Arnold

CRD Number: 3034274
Current Firm: Impactfolio LLC

Jeffrey Arnold (CRD# 3034274) is an Investment Advisor Representative working at Impactfolio LLC in Denver, CO and has over 19 years of experience in the finance industry. Jeffrey Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Impactfolio, LLC Centennial, CO Nov 2017 - Current 6
G&s Capital LLC Denver, CO Apr 2014 - Oct 2017 3
Charles Schwab & Co, Inc. Englewood, CO Sep 2009 - Apr 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Jeffrey S. Arnold
Phone Number: 844-218-3800
Registered State(s):
  • CA
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    193
    MILLIONS
  • Total Number of Accounts
    448
    ACCOUNTS
  • Average Account Value
    $430,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CO, TX

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