Jeffrey Kaufman (CRD# 4141454) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 23 years of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The W Group | Columbia, MO | Jan 2021 - Current | 3 |
| Wr Wealth Planners LLC | Columbia, MO | Jan 2021 - Current | 3 |
| Jk Financial, LLC | Columbia, MO | May 2017 - Current | 7 |
| Kaufman Family Farms | Columbia, MO | Oct 2012 - Current | 11 |
| Jk Financial LLC | Columbia, MO | May 1990 - Current | 34 |
| Senior Benefit Services | Columbia, MO | Dec 1989 - Current | 34 |
| Ak Management - Pancheros Mexican Grill | Columbia, MO | Apr 2014 - Jun 2023 | 9 |
| Concorde Asset Management, LLC | Livonia, MI | Dec 2016 - Feb 2021 | 4 |
| Concorde Investment Services | Troy, MI | Apr 2011 - Dec 2020 | 9 |
| Cuttingedge Advisors | St. Louis, MO | Jan 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MO
- TX
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Total Assets Under Management482MILLIONS
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Total Number of Accounts3,070ACCOUNTS
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Average Account Value$157,054
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