Jeffrey S. Arnold

IMPACTFOLIO LLC

Denver, CO 80206

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CRD#: 3034274

Professional summary

Jeffrey Scott Arnold, CFP® is a registered financial advisor currently at IMPACTFOLIO LLC located in Denver, Colorado.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Arnold'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 31, 2018 - Present

IMPACTFOLIO LLC

Office #1: 44 Cook Street Suite 100, Denver, CO 80206

RIA

CRD#: 291716

Denver, CO

Past

May 28, 2014 - December 12, 2017

G&S CAPITAL LLC

RIA

CRD#: 171033

DENVER, CO

Past

April 11, 2014 - June 20, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

ENGLEWOOD, CO

Past

April 11, 2014 - June 20, 2014

LPL FINANCIAL LLC

CRD#: 6413

ENGLEWOOD, CO

Past

January 3, 2012 - April 25, 2014

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

ENGLEWOOD, CO

Past

October 9, 2009 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ENGLEWOOD, CO

Past

October 9, 2009 - April 25, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

Past

July 7, 2006 - September 14, 2009

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

PARKERSBURG, WV

Past

July 7, 2006 - September 14, 2009

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

PARKERSBURG, WV

Past

April 11, 2006 - May 31, 2006

PREMIER FINANCIAL PLANNING, LLP

RIA

CRD#: 130496

ESCONDIDO, CA

Past

April 12, 2005 - June 1, 2005

LPL FINANCIAL LLC

RIA

CRD#: 6413

SANTEE, CA

Past

July 2, 2004 - June 1, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

March 27, 2003 - June 17, 2004

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Past

August 31, 1998 - December 7, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, 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".

IMPACTFOLIO LLC

CRD#: 291716 / SEC#: 801-121482

RIA

Registered Investment Advisory firm - (5/18/2021 Approved)

California

Registered Investment Advisory firm - (7/31/2021 Terminated)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2021 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

California
(3/28/2018)

IAR

Colorado
(1/31/2018)

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: 4/11/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/9/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/4/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/26/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IMPACTFOLIO LLC

CRD#: 291716 / SEC#: 801-121482

RIA

Registered Investment Advisory firm - (5/18/2021 Approved)

California

Registered Investment Advisory firm - (7/31/2021 Terminated)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2021 Terminated)

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Contact information

Main Address

44 Cook Street Suite 100, Denver, CO 80206

Mailing Address

44 Cook Street Suite 100, Denver, CO 80206

Phone number

(844) 218-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	509
AUM (Assets Under Management)	$ 231,686,215

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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Advisor Monitoring

Firm Stability Insights

Jeffrey S. Arnold

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

G&S CAPITAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

PREMIER FINANCIAL PLANNING, LLP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

IMPACTFOLIO LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2005

Series 63

Date: 8/9/2004

Series 7

Date: 3/4/2005

Series 6

Date: 3/26/2003

Current Firm

IMPACTFOLIO LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACTFOLIO LLC

TRUST BUT VERIFY

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