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Jeffrey Douglas Brecht

Jeffrey D. Brecht

PURE FINANCIAL ADVISORS
Woodland Hills, CA 91367
Some features on this profile are disabled
CRD#: 6080178
Jeffrey Douglas Brecht

Professional summary

Jeffrey Douglas Brecht, CFP®, who also goes by Jeffrey Doulas Brecht, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Woodland Hills, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey Doulas Brecht

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Douglas Brecht's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

June 18, 2021 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 6320 Canoga Ave Suite 900, Woodland Hills, CA 91367
RIA
CRD#: 144316
Woodland Hills, CA
Past

March 16, 2017 - June 11, 2021

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
COSTA MESA, CA
Past

March 9, 2017 - June 11, 2021

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
COSTA MESA, CA
Past

December 15, 2016 - January 24, 2017

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
EL SEGUNDO, CA
Past

December 15, 2016 - February 21, 2017

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
EL SEGUNDO, CA
Past

May 17, 2016 - September 13, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
LOS ANGELES, CA
Past

May 17, 2016 - September 13, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LOS ANGELES, CA
Past

February 10, 2015 - March 31, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SANTA MONICA, CA
Past

February 10, 2015 - March 31, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SANTA MONICA, CA
Past

October 7, 2013 - December 17, 2014

MORGAN STANLEY

RIA
CRD#: 149777
BEVERLY HILLS, CA
Past

August 13, 2013 - December 17, 2014

MORGAN STANLEY

BD
CRD#: 149777
BEVERLY HILLS, CA
Past

July 12, 2012 - March 28, 2013

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA
Registered Investment Advisory firm - (5/1/2009 Approved)
California
Registered Investment Advisory firm - (5/7/2009 Terminated)

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
California
(6/18/2021)
IAR
Texas
(11/20/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/7/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/20/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/11/2012
General Securities Representative Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA
Registered Investment Advisory firm - (5/1/2009 Approved)
California
Registered Investment Advisory firm - (5/7/2009 Terminated)
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Contact information

Main Address
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108
Mailing Address
Phone number
(866) 876-7873
Established
Firm type
Fiscal year end
# of Employees
171

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts22,199
AUM (Assets Under Management)$ 8,023,229,867

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PURE FINANCIAL ADVISORS, LLC

PURE FINANCIAL ADVISORS, LLC

CRD#: 144316Woodland Hills, CA 91367

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