Jeffery Neher, financial advisor Wenatchee WA
93 score

Jeffery Neher

CRD Number: 4609923
Current Firm: 1st Global Advisors Inc.

Jeffery Neher (CRD# 4609923) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Wenatchee, WA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Insurance Services, Inc. Wenatchee, WA Mar 2004 - Current 12
1st Global Advisors, Inc. Wenatchee, WA Feb 2003 - Current 13
1st Global Capital Corp Wenatchee, WA Nov 2002 - Current 14
Cordell, Neher & Company, Pllc Wenatchee, WA Jan 1983 - Current 33
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Jeffery R. Neher
Phone Number: 214-294-5000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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