Jeffrey BaumertCRD Number: 4670576
Current Firm: Allworth Financial, LP
Jeffrey Baumert (CRD# 4670576) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 21 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Allworth Financial, LP||Sacramento, CA||Jan 2020 - Current||3|
|Raa||Addison, TX||Jul 2016 - Current||7|
|Delta Air Lines||Atlanta, GA||Oct 1996 - Sep 2020||23|
|Advisor Financial Services, LLP||Woodstock, GA||Aug 2006 - Oct 2016||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2001|
Total Assets Under Management16,970MILLIONS
Total Number of Accounts57,843ACCOUNTS
Average Account Value$293,372
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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