Jeffrey S. Platt
PLATT WEALTH MANAGEMENT
San Diego, CA 92108
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CRD#: 2591205
Professional summary
Jeffrey Samuel Platt, CFP®, who also goes by Jeffrey Platt, is a registered financial advisor currently at PLATT WEALTH MANAGEMENT located in San Diego, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 4 firms and has passed the Series 2 exam.
Biography
Jeff currently serves on the Board of Directors for the Lawrence Family Jewish Community Center and received its Volunteer of the Year award in 2016. He is a member of the Investment Committees of the United Way of San Diego and the Jewish Community Foundation of San Diego. Besides being a member of the National Association of Personal Advisors (NAPFA), Jeff is also a member of the Financial Planning Association (FPA), the CFA Institute, and the Rady Children's Hospital Foundation Estates and Trusts Executive Committee and Council. Previously, he served on the board of the San Diego Chapter of the Institute of Financial Planners and was an adjunct professor for the College for Financial Planning. Jeff has been named one of the Best Five Star Wealth Managers by San Diego Magazine for multiple years. In 2016, he earned his black belt in Karate from Pacific Martial Arts.
I enjoy helping clients define what is really important to them. Even more exciting to me is helping my clients uncover a dream that they did not think possible, and then assisting them in achieving that dream.
I like training in karate and playing basketball, but I most enjoy spending time with my family.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Business Owners
Charitable Giving
Corporate Executives
Entrepreneurs
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Platt
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Samuel Platt'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®
Start date: 1994
Experience
Current
July 6, 2018 - Present
PLATT WEALTH MANAGEMENT
Office #1: 3838 Camino Del Rio North Suite 365, San Diego, CA 92108RIA
CRD#: 297487
San Diego, CA
Past
January 16, 2015 - October 9, 2018
WEALTH QUEST PARTNERS, INC.
RIA
CRD#: 173545
SAN DIEGO, CA
Past
June 30, 2008 - November 12, 2015
HARRISON - DE CHARON, L.L.C.
RIA
CRD#: 128439
SAN DIEGO, CA
Past
March 18, 2004 - September 28, 2004
BLANKINSHIP & FOSTER, LLC
RIA
CRD#: 104795
DEL MAR, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PLATT WEALTH MANAGEMENT
PLATT WEALTH MANAGEMENT | PLATT, JEFFREY SAMUEL | PLATT WEALTH MANAGEMENT, LLC
CRD#: 297487 / SEC#: 801-113568
RIA
Registered Investment Advisory firm - (7/6/2018 Approved)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(7/6/2018)
Exams
General Industry/Product Exam
RR
Series 2
Date: 2/10/1995
Non-Member General Securities ExaminationCurrent Firm
PLATT WEALTH MANAGEMENT
PLATT WEALTH MANAGEMENT | PLATT, JEFFREY SAMUEL | PLATT WEALTH MANAGEMENT, LLC
CRD#: 297487 / SEC#: 801-113568
RIA
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Contact information
Main Address
3838 Camino Del Rio North Suite 365, San Diego, CA 92108
Mailing Address
Phone number
(619) 255-9554
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 598 |
| AUM (Assets Under Management) | $ 341,385,772 |
Red Flags
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