Jeffrey Krum, financial advisor Portland OR
83 score

Jeffrey Krum

CRD Number: 1248966
Current Firm: Cable Hill Partners, LLC

Jeffrey Krum (CRD# 1248966) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 32 years of experience in the finance industry.

Similar Advisors
Larry McClanahan, financial advisor Portland OR
Larry McClanahan
CRD# 4457482
Secondhalf Planning & Investment, LLC
Similar Advisors
Brian Hefele, financial advisor Portland OR
Brian M. Hefele
CRD# 2602465
Cable Hill Partners, LLC
Similar Advisors
Danny Harlow, financial advisor Portland OR
Danny J. Harlow
CRD# 864818
Nw Tax & Wealth Advisory Group, Inc.
Company Name Location Dates Years
Cable Hill Partners, LLC Portland, OR Feb 2014 - Current 2
Bank Of America, Na Portland, OR Nov 2009 - Feb 2014 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland, OR Jan 1984 - Feb 2014 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Sep 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey C. Krum
Phone Number: (503) 765-1223
Firm Website:
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.