Jeffrey S. Kuest

RANGE FINANCIAL GROUP

TIGARD, OR 97223

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CRD#: 2754822

Professional summary

Jeffrey Scott Kuest, who also goes by Jeff Scott Kuest, is a registered financial advisor currently at RANGE FINANCIAL GROUP, LLC located in Tigard, Oregon.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 87, Series 86, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Scott Kuest

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Kuest's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 1, 2025 - Present

RANGE FINANCIAL GROUP, LLC

Office #1: 7307 Sw Beveland St #110, Tigard, OR 97223

RIA

CRD#: 290001

TIGARD, OR

Past

July 17, 2009 - April 21, 2025

COUNTERPOINT CAPITAL ADVISERS, LLC

RIA

CRD#: 150771

TIGARD, OR

Past

April 5, 2005 - August 7, 2008

PACIFIC CREST SECURITIES LLC

CRD#: 6619

PORTLAND, OR

Past

February 27, 2004 - April 11, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BELLEVUE, WA

Past

February 27, 2004 - April 11, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 6, 1999 - March 2, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PORTLAND, OR

Past

August 1, 1996 - March 2, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

RANGE FINANCIAL GROUP, LLC

DAHM, ERIC | RANGE FINANCIAL GROUP, LLC | ERIC R. DAHM WEALTH MANAGEMENT | DAHM, ERIC ROBERT

CRD#: 290001 / SEC#: 801-119404

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

Oregon

Registered Investment Advisory firm - (11/17/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oregon
(4/1/2025)

IAR

Washington
(4/1/2025)

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

IAR

Series 65

Date: 8/23/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/7/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 8/1/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 7/18/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 31

Date: 8/28/1996

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/31/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/17/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/13/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

RANGE FINANCIAL GROUP, LLC

DAHM, ERIC | RANGE FINANCIAL GROUP, LLC | ERIC R. DAHM WEALTH MANAGEMENT | DAHM, ERIC ROBERT

CRD#: 290001 / SEC#: 801-119404

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

Oregon

Registered Investment Advisory firm - (11/17/2020 Terminated)

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Contact information

Main Address

7307 Sw Beveland St #110, Tigard, OR 97223

Mailing Address

Phone number

(503) 482-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/23/2025)

Regulatory assets under management

Total Number of Accounts	1,188
AUM (Assets Under Management)	$ 321,067,599

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 S. Kuest

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Kuest's CRS (Customer Relationship Summary).

Certified licenses

Experience

COUNTERPOINT CAPITAL ADVISERS, LLC

PACIFIC CREST SECURITIES LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

RANGE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/1996

Series 63

Date: 8/7/1996

Series 87

Date: 8/1/2005

Series 86

Date: 7/18/2005

Series 31

Date: 8/28/1996

Series 7

Date: 7/31/1996

Series 10

Date: 10/17/2000

Series 9

Date: 7/13/2000

Current Firm

RANGE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANGE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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