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JC

Jeffrey M. Clark

REDWOOD MONEY
Campbell, CA
Some features on this profile are disabled
CRD#: 6778401
JC

Professional summary

Jeffrey Morgan Clark, CFP® is a registered financial advisor currently at REDWOOD MONEY located in Campbell, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeffrey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Morgan Clark'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

December 16, 2021 - Present

REDWOOD MONEY

RIA
CRD#: 317667
Campbell, CA
Past

May 30, 2017 - September 17, 2021

BRIGHTPLAN LLC

RIA
CRD#: 283790
SAN JOSE, CA

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
(12/16/2021)
IAR
Texas
(5/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/30/2017
Uniform Investment Adviser Law Examination

Current Firm

RM
REDWOOD MONEY
REDWOOD MONEY | REDWOOD MONEY, LLC

CRD#: 317667 / SEC#:

California
Registered Investment Advisory firm - (12/16/2021 Approved)
Texas
Registered Investment Advisory firm - (4/25/2025 Conditional Restricted)
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Contact information

Main Address
San Jose, CA
Mailing Address
Phone number
(408) 617-8757
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts251
AUM (Assets Under Management)$ 60,074,383

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

REDWOOD MONEY

CRD#: 317667Campbell, CA

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