Jeffrey Bridge, financial advisor Encino CA

Jeffrey Bridge

CRD Number: 2613447
Current Firm: Assetmark, Inc.

Jeffrey Bridge (CRD# 2613447) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has over 21 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Encino CA
Brandon L. Averill
CRD# 5781614
Bridge Advisory LLC
Similar Advisors
Michael Aaron, financial advisor Encino CA
Michael T. Aaron
CRD# 2619073
Wedbush Securities Inc.
Similar Advisors
Blair Aaronson, financial advisor Encino CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Company Name Location Dates Years
Assetmark Brokerage, LLC Concord, CA Aug 2014 - Current 6
Centurion Capital Group, Inc. Concord, CO Sep 2013 - Current 7
Capital Brokerage Corp Schaumberg, IL Apr 2008 - Current 12
Genworth Financial Wealth Management Encino, CA Feb 2000 - Aug 2013 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Sep 1999
Contact Info for Jeffrey S. Bridge
Phone Number: 800-664-5345
Firm Website: https://www.savos.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    38,785
    MILLIONS
  • Total Number of Accounts
    211,165
    ACCOUNTS
  • Average Account Value
    $183,672
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.