Jeffrey A. Brainard
Professional summary
Jeffrey Alton Brainard, CFP®, who also goes by Jeff A Brainard, Jeff Brainard, is a registered financial advisor currently at NOBLE WEALTH PARTNERS located in Denver, Colorado.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffrey has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alton Brainard's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
September 24, 2018 - Present
NOBLE WEALTH PARTNERS
Office #1: 1401 Lawrence Street Suite 1600, Denver, CO 80202November 18, 2021 - June 15, 2022
ORIGIN INVESTMENT ADVISORY LLC
August 21, 2017 - December 17, 2018
COLUMBINE WEALTH PLANNING, LLC
September 10, 2015 - November 16, 2016
NYLIFE DISTRIBUTORS LLC
May 19, 2014 - September 2, 2015
DWS DISTRIBUTORS, INC.
January 2, 2014 - May 19, 2014
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC.
June 2, 2004 - December 31, 2013
ALPS DISTRIBUTORS, INC.
March 14, 2001 - November 18, 2002
ALPS DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2022)
(1/3/2022)
(9/24/2018)
(1/26/2022)
(2/14/2019)
Exams
Current Firm
NOBLE WEALTH PARTNERS
CRD#: 298396 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 390 |
| AUM (Assets Under Management) | $ 89,987,393 |
Red Flags
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