Jeffrey Scott Arnold
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
IMPACTFOLIO LLC
Contact Information
Main Address
44 Cook Street Suite 100, Denver, CO 80206Mailing Address
44 Cook Street Suite 100, Denver, CO 80206Phone Number
(844) 218-3800# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
574AUM (Assets Under Management)
$288,881,574Similar Advisors
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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.
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Primary Firm SEC Registration
IMPACTFOLIO LLC
State Registrations and Notice Filings
(3/28/2018)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2003About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Arnold's CRS (Customer Relationship Summary).
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