Jeffrey P. Wesnofske
Professional summary
Jeffrey Paul Wesnofske, who also goes by Jeffrey Paul Wesnofsne, is a registered financial advisor currently at CLEAR CAPITAL MANAGEMENT LP located in Doylestown, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Paul Wesnofske's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2015 - Present
CLEAR CAPITAL MANAGEMENT LP
Office #1: 196 West Ashland Street Suite 516, Doylestown, PA 18901-4040August 13, 2014 - December 31, 2014
CLEAR CAPITAL MANAGEMENT LP
July 2, 2014 - July 31, 2014
MAIN STREET FINANCIAL SOLUTIONS, LLC
April 16, 2009 - May 11, 2009
EQUITABLE ADVISORS, LLC
April 13, 2005 - July 20, 2006
TRANSMARKET GROUP L.L.C.
June 15, 2004 - April 1, 2005
JEFFERIES BACHE SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/22/2025)
(5/2/2025)
(1/7/2015)
(8/1/2017)
(6/3/2022)
(1/3/2020)
(1/7/2019)
(1/6/2015)
(4/3/2025)
Exams
Current Firm
CLEAR CAPITAL MANAGEMENT LP
CRD#: 172209 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 144 |
| AUM (Assets Under Management) | $ 34,375,738 |
Red Flags
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