Jeffrey Cline, financial advisor Salt Lake City UT

Jeffrey Cline

CRD Number: 1089834
Current Firm: Responsible Asset Management

Jeffrey Cline (CRD# 1089834) is an Investment Advisor Representative working at Responsible Asset Management in Salt Lake City, UT and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Cline & Co, LLC Slc, UT Oct 1997 - Current 26
Npb Financial Group, LLC Salt Lake City, UT May 2007 - Dec 2021 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Apr 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey E. Cline
Phone Number: 801-466-9241
Firm Website: http://www.ramtrf.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $219,336
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

UT

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