Jeffrey Kuest, financial advisor Olympia WA

Jeffrey Kuest

CRD Number: 2754822
Current Firm: Counterpoint Capital Advisers, LLC

Jeffrey Kuest (CRD# 2754822) is an Investment Advisor Representative working at Counterpoint Capital Advisers, LLC in Olympia, WA and has over 27 years of experience in the finance industry. Jeffrey Kuest 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
Equitable Capital Management, LLC Tigard, OR Jul 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Jeffrey S. Kuest
Phone Number: 425-284-9877
Registered State(s):
  • WA
Current Firm Details
Counterpoint Capital Advisers, LLC
Firm's CRD Number: 150771
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $335,500
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
Types of Clients
Registered States

WA

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