Jeffrey K. Paine
Professional summary
Jeffrey Kenneth Paine, who also goes by Jeffrey Kenneth Paine, Jeffrey K Stede, is a registered financial advisor currently at ALASKA WEALTH MANAGEMENT located in Anchorage, Alaska.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Kenneth Paine's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2023 - Present
ALASKA WEALTH MANAGEMENT
Office #1: 911 West 8th Ave, Su. 101, Pmb 8, Anchorage, AK 99501November 4, 2010 - December 15, 2021
CHARLES SCHWAB & CO., INC.
October 25, 2006 - December 15, 2021
CHARLES SCHWAB & CO., 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
(2/23/2023)
Exams
Series 7TO
Date: 3/5/2024
General Securities Representative ExaminationCurrent Firm
ALASKA WEALTH MANAGEMENT
CRD#: 323296 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 8,600,000 |
Red Flags
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Company Information
ALASKA WEALTH MANAGEMENT
CRD#: 323296Anchorage, AK 99501TRUST BUT VERIFY
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