Jeffrey Cave, financial advisor Doylestown PA

Jeffrey Cave

CRD Number: 2875494
Current Firm: Eventide Asset Management, LLC

Jeffrey Cave (CRD# 2875494) is an Investment Advisor Representative working at Eventide Asset Management, LLC in Doylestown, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Fund Services, LLC Doylestown, PA Nov 2021 - Current 2
Eventide Asset Management, LLC Doylestown, PA Dec 2015 - Current 8
Northern Lights Distributors, LLC Elkhorn, NE Apr 2016 - Oct 2021 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hopewell, NJ Jan 1996 - Nov 2015 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jeffrey J. Cave
Phone Number: 877-771-3836
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    6,075
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $607,465,542
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, CO, LA, MA, NC, NE, NH, PA, TX

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