Jeffrey L. Comstock
Professional summary
Jeffrey Landon Comstock, who also goes by Jeffrey L Comstock, Jeff Comstock, is a registered financial advisor currently at FINANCIAL FORUM, INC. located in Spokane, Washington.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeffrey has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Landon Comstock's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2020 - Present
FINANCIAL FORUM, INC.
Office #1: 501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202June 15, 2012 - June 12, 2020
LPL FINANCIAL LLC
December 15, 2011 - June 12, 2020
LPL FINANCIAL LLC
Primary Firm SEC Registration
FINANCIAL FORUM, INC.
CRD#: 307740 / SEC#: 801-118241
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/1/2020)
(5/1/2020)
Exams
Current Firm
FINANCIAL FORUM, INC.
CRD#: 307740 / SEC#: 801-118241
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,987 |
| AUM (Assets Under Management) | $ 276,047,627 |
Red Flags
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