PA
P. Paul Albano
JEFFERSON ASSET MANAGEMENT
CRYSTAL CITY, MO
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CRD#: 4475220
PA
Professional summary
P. Paul Albano is a registered financial advisor currently at JEFFERSON ASSET MANAGEMENT located in Crystal City, Missouri.
P. Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. P. Paul has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view P. Paul Albano's 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®
NoneExperience
Current
January 19, 1999 - Present
JEFFERSON ASSET MANAGEMENT
RIA
CRD#: 116222
CRYSTAL CITY, MO
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
Missouri(1/19/1999)
Exams
Current Firm
JA
JEFFERSON ASSET MANAGEMENT
JEFFERSON ASSET MANAGEMENT | JEFFERSON CAPITAL, INC.
CRD#: 116222 / SEC#:
Missouri
Registered Investment Advisory firm - (1/19/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Crystal City, MO
Mailing Address
Po Box 662, Crystal City, MO 63019-0662
Phone number
(314) 283-0135
Established
Firm type
Fiscal year end
# of Employees
0
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 5,900,000 |
Red Flags
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