Jeffrey A. Field

FIELD FREEDOM ADVISORS

La Crescenta, CA 91214

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CRD#: 1625374

Professional summary

Jeffrey Allan Field, CFP®, who also goes by Jeff Field, is a registered financial advisor currently at FIELD FREEDOM ADVISORS located in La Crescenta, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jeffrey has worked at 4 firms and has passed the Series 63, Series 7 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Field

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jeffrey A. Field is a lawyer. From time to time, he will offer clients advice or products from this activity. Field Freedom Advisors Inc always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Field Freedom Advisors Inc in their capacity as a lawyer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allan Field's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

October 26, 2015 - Present

FIELD FREEDOM ADVISORS

Office #1: 3923 Foothill Blvd. Suite B, La Crescenta, CA 91214

RIA

CRD#: 281202

La Crescenta, CA

Past

May 22, 1991 - October 11, 1994

ALLIANCE ADVISORY & SECURITIES, INC.

CRD#: 18835

Past

April 22, 1987 - May 20, 1991

DREHER & ASSOCIATES, INC.

CRD#: 8665

Past

February 26, 1987 - April 23, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/26/2015)

IAR

Utah
(8/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/31/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 7/8/1991

Financial and Operations Principal Examination

Current Firm

FIELD FREEDOM ADVISORS

FIELD FREEDOM ADVISORS | THIRD SEASON WEALTH COUNSEL INC | FIELD FREEDOM ADVISORS INC.

CRD#: 281202 / SEC#:

California

Registered Investment Advisory firm - (10/26/2015 Approved)

Texas

Registered Investment Advisory firm - (4/27/2023 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/1/2022 Approved)

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Contact information

Main Address

3923 Foothill Blvd. Suite B, La Crescenta, CA 91214

Mailing Address

Po Box 8306, La Crescenta, CA 91224

Phone number

(818) 369-7900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey A. Field

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allan Field's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIELD FREEDOM ADVISORS

ALLIANCE ADVISORY & SECURITIES, INC.

DREHER & ASSOCIATES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/31/1987

Series 7

Date: 2/21/1987

Series 27

Date: 7/8/1991

Current Firm

FIELD FREEDOM ADVISORS

Contact information

Documents

Red Flags

Company Information

FIELD FREEDOM ADVISORS

TRUST BUT VERIFY

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