Jeffrey G. Pannell

CLARK NUBER WEALTH MANAGEMENT

BELLEVUE, WA 98004

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CRD#: 4512482

Professional summary

Jeffrey Garland Pannell, who also goes by Jeffrey G Pannell, is a registered financial advisor currently at CLARK NUBER WEALTH MANAGEMENT located in Bellevue, Washington.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey G Pannell

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.

Name of business: Clark Nuber PS; Investment related: Yes; Address: 10900 NE 4th St, Suite 1400, Bellevue, WA 98004; Nature of business: CPA firm; Position/Title: Shareholder, CPA; Start date: 1989; Hours per month: 200; Hours during securities trading hours: N/A; Duties: Tax planning and consulting services for family businesses, commercial and real estate businesses and high net worth divorce/dissolutions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Garland Pannell'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®

None

Experience

Current

July 21, 1999 - Present

CLARK NUBER WEALTH MANAGEMENT

Office #1: 555 110th Ave Ne Suite 700, Bellevue, WA 98004

RIA

CRD#: 118159

BELLEVUE, WA

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

Washington
(7/21/1999)

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

Current Firm

CLARK NUBER WEALTH MANAGEMENT

CLARK NUBER P.S. | CLARK NUBER WEALTH MANAGEMENT, LLC | CLARK NUBER WEALTH MANAGEMENT

CRD#: 118159 / SEC#:

Washington

Registered Investment Advisory firm - (6/29/1992 Approved)

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Contact information

Main Address

555 110th Ave Ne Suite 700, Bellevue, WA 98004

Mailing Address

Phone number

(425) 454-4919

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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