Jeffrey A. Schaefer
Professional summary
Jeffrey Alan Schaefer, CFP® is a registered financial advisor currently at SCHAEFER FINANCIAL MANAGEMENT, INC. located in Englewood, Colorado.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jeffrey has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Schaefer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
January 1, 1999 - Present
SCHAEFER FINANCIAL MANAGEMENT, INC.
Office #1: 7700 E. Arapahoe Road Suite 265, Englewood, CO 80112September 26, 1988 - August 7, 1995
JOHN G. KINNARD AND COMPANY, INCORPORATED
August 10, 1987 - September 28, 1988
B. J. LEONARD AND COMPANY, INC.
February 6, 1987 - August 19, 1987
VOYA FINANCIAL ADVISORS, INC.
August 22, 1985 - November 18, 1986
WS GRIFFITH SECURITIES, INC.
January 26, 1984 - September 28, 1988
B. J. LEONARD AND COMPANY, INC.
Primary Firm SEC Registration
SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD#: 110110 / SEC#: 801-34341
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2023)
(5/4/2023)
(1/1/1999)
(5/4/2023)
(5/4/2023)
Exams
Current Firm
SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD#: 110110 / SEC#: 801-34341
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,810 |
| AUM (Assets Under Management) | $ 979,145,182 |
Red Flags
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