Jeffrey E. Cline
Professional summary
Jeffrey E. Cline, who also goes by Jeff E Cline, Jeffrey Edward Cline, is a registered financial advisor currently at RESPONSIBLE ASSET MANAGEMENT located in Salt Lake City, Utah.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Jeffrey has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey E. Cline's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 28, 2001 - Present
RESPONSIBLE ASSET MANAGEMENT
March 20, 2008 - November 4, 2021
NPB FINANCIAL GROUP, LLC
June 1, 2007 - November 4, 2021
NPB FINANCIAL GROUP, LLC
August 10, 2001 - June 12, 2007
ASSOCIATED SECURITIES CORP.
December 13, 1994 - September 7, 2001
INVESTMENT MANAGEMENT CORPORATION
January 15, 1992 - November 14, 1994
FIRST WESTERN ADVISORS
December 7, 1989 - January 31, 1992
CITIGROUP GLOBAL MARKETS INC.
December 21, 1988 - December 14, 1989
BOETTCHER & COMPANY, INC.
January 19, 1988 - January 4, 1989
COVEY & CO., INC.
March 29, 1984 - January 20, 1988
MERLIN EQUITIES INC.
August 23, 1983 - April 16, 1984
OLSEN & COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/28/2001)
Exams
Current Firm
RESPONSIBLE ASSET MANAGEMENT
CRD#: 123398 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 161 |
| AUM (Assets Under Management) | $ 40,639,247 |
Red Flags
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