Jeffrey Larsen, financial advisor Los Altos CA
88 score

Jeffrey Larsen

CRD Number: 6390485
Current Firm: Three Bell Capital LLC

Jeffrey Larsen (CRD# 6390485) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Three Bell Capital LLC Los Altos, CA Jun 2016 - Current < 1
Bpm Advisors, Inc. San Jose, CA Jul 2014 - Current 2
Carlson Quinn Emeryville, CA May 2010 - Jul 2014 4
Unemployed San Jose, CA Jan 2010 - May 2010 < 1
Primark Benefits, Inc. Burlingame, CA Aug 2009 - Jan 2010 < 1
Standard Retirement Services San Jose, CA Jul 2007 - Aug 2009 2
Invesmart, Inc. San Jose, CA Jan 2004 - Jul 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Jeffrey K. Larsen
Phone Number: 650-843-9836
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $1,158,801
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, NY, TX, WA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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