Jeremy J. Kiefer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeremy Justin Kiefer was a registered financial professional .
Jeremy is a previously registered financial professional and started their career in finance in 2003. Jeremy had worked at 2 firms and has passed the Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 7, 2012 - March 1, 2018
COLUMBIA PACIFIC WEALTH MANAGEMENT
November 27, 2003 - December 31, 2004
CINCINNATI ANALYSTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
COLUMBIA PACIFIC WEALTH MANAGEMENT
CRD#: 156225 / SEC#: 801-72122
Contact information
Regulatory assets under management
| Total Number of Accounts | 6,489 |
| AUM (Assets Under Management) | $ 6,692,219,926 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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