Jeffrey Pickholtz, financial advisor Farmingville NY
96 score

Jeffrey Pickholtz

CRD Number: 1058985
Current Firm: Planmember Securities Corporation

Jeffrey Pickholtz (CRD# 1058985) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 20 years of experience in the finance industry. Jeffrey Pickholtz 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
Planmember Securities Corporation Carpinteria, CA Jan 2016 - Current < 1
D & E Financial Brecksville, OH Dec 2015 - Current 1
American Heritage Financial Advisors, LLC Brecksville, OH Jul 1995 - Current 21
Royal Alliance Associates, Inc. Brecksville, OH Aug 1995 - Dec 2015 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
Contact Info for Jeffrey M. Pickholtz
Phone Number: 805-684-1199
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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