Jeffrey M. Elfont
Professional summary
Jeffrey Michael Elfont is a registered financial advisor currently at PINNACLE CAPITAL MANAGEMENT located in Walnut Creek, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Elfont's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 19, 2016 - Present
PINNACLE CAPITAL MANAGEMENT
May 17, 2001 - August 30, 2002
ALAMO CAPITAL
March 4, 1998 - March 28, 2001
CHARLES SCHWAB & CO., INC.
November 1, 1995 - January 12, 1998
PRUDENTIAL EQUITY GROUP, LLC
May 16, 1994 - October 19, 1995
WELLS FARGO SECURITIES INC.
August 6, 1993 - December 16, 1993
FINANCIAL WEST GROUP
August 6, 1993 - May 16, 1994
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/19/2016)
Exams
Current Firm
PINNACLE CAPITAL MANAGEMENT
CRD#: 128363 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 1,500,000 |
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.
