Jeffrey Daigneault, financial advisor Lafayette CA
93 score

Jeffrey Daigneault

CRD Number: 3107845
Current Firm: Nuveen Asset Management, LLC

Jeffrey Daigneault (CRD# 3107845) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Lafayette, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Nuveen Investments, LLC Chicago, IL Jan 2011 - Current 5
Quasar Distributors,llc Milwaukee, WI Aug 2009 - Dec 2010 1
Faf Advisors Minneapolis, MN Jul 2009 - Dec 2010 1
Linsco/private Ledger Corp. San Diego, CA Oct 2006 - Jul 2009 2
Credit Suisse Asset Management New York, NY Dec 2003 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jeffrey P. Daigneault
Phone Number: 312-917-7700
Firm Website: http://www.nuveen.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    141,318
    MILLIONS
  • Total Number of Accounts
    30,523
    ACCOUNTS
  • Average Account Value
    $4,629,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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