Jeffrey Bjornson, financial advisor Saint Louis MO

Jeffrey Bjornson

CRD Number: 3084995
Current Firm: Alpine Private Capital, LLC

Jeffrey Bjornson (CRD# 3084995) is an Investment Advisor Representative working at Alpine Private Capital, LLC in Saint Louis, MO and has over 21 years of experience in the finance industry. Jeffrey Bjornson 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.

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Professional Designations
Company Name Location Dates Years
Imst Distributors, LLC Clayton, MO Jun 2020 - Current < 1
Alpine Private Capital, LLC Saint Louis, MO Mar 2020 - Current < 1
Looking For Work St. Louis, MO Oct 2019 - Mar 2020 < 1
Hd Vest Irving, TX Oct 2006 - Sep 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Jeffrey D. Bjornson
Phone Number: 314-932-1010
Registered State(s):
  • CA
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    726
    ACCOUNTS
  • Average Account Value
    $765,820
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

AZ, CA, CO, DE, FL, GA, IL, IN, MA, MN, MO, NC, NV, NY, OH, OR, PA, RI, TN, TX

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