Jeffrey Cathersal (CRD# 4522759) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Tacoma, WA and has over 22 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penny Lane Wealth Management, LLC | Tacoma, WA | Aug 2022 - Current | 1 |
| Alexander Capital, LP | New York, NY | May 2022 - Current | 1 |
| Alexander Capital Wealth Management LLC | Tacoma, WA | May 2022 - Current | 1 |
| Cathersal Investments | University Place, WA | Jan 2007 - Current | 17 |
| Securities America, Inc. | Tacoma, WA | Nov 2020 - May 2022 | 1 |
| Securities America Advisors, Inc. | Tacoma, WA | Nov 2020 - May 2022 | 1 |
| Arbor Point Advisors | Tacoma, WA | Nov 2020 - May 2022 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- WA
-
Total Assets Under Management121MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$227,476
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NJ, NY, OR, PA, SC, TX, WA
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