Jeffrey DoreCRD Number: 4568096
Current Firm: First Republic Investment Management, Inc.
Jeffrey Dore (CRD# 4568096) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry. Jeffrey Dore 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|First Republic Securities Company, LLC||Los Angeles, CA||Jan 2013 - Current||4|
|Luminous Capital, LLC||Los Angeles, CA||May 2008 - Dec 2012||4|
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||Los Angeles, CA||Jul 2002 - May 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management47,211MILLIONS
Total Number of Accounts31,062ACCOUNTS
Average Account Value$1,519,892
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
- Educational seminars/workshops
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