Tyler Davis-Jeffers, financial advisor Ketchum ID
90 score

Tyler Davis-Jeffers

CRD Number: 6288617
Current Firm: Institute For Wealth Advisors, Inc.

Tyler Davis-Jeffers (CRD# 6288617) is an Investment Advisor Representative working at Institute For Wealth Advisors, Inc. in Ketchum, ID and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Institute For Wealth Advisors, Inc. Dallas, TX Mar 2017 - Current 1
Concert Wealth Management, Inc. San Jose, CA Jan 2014 - Jul 2017 3
Pioneer Capital Management Company Ketchum, ID Mar 2002 - Dec 2013 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Tyler R. Davis-Jeffers
Phone Number: 972 450 6000
Firm Website: http://www.iwainc.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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