Jeffrey BaumhoerCRD Number: 1938235
Current Firm: Edward Jones
Jeffrey Baumhoer (CRD# 1938235) is an Investment Advisor Representative working at Edward Jones in Port Royal, SC and has over 27 years of experience in the finance industry. Jeffrey Baumhoer 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.
Minis & Company
Deerfield Financial Advisors, Inc.
Skidaway Financial Planning,inc.
|Edward D. Jones & Company, LP||Beaufort, SC||Oct 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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