Jeffrey M. Clark

REDWOOD MONEY

Campbell, CA

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CRD#: 6778401

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.

Jeff M. Clark holds real estate investments through ABK Property, LLC that may seasonally take up more than 10% of his time. While typically the real estate investments are passive in nature, acquisitions, management, and dispositions of property may seasonally increase the time invested in this business.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/30/2017

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	251
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.

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Jeffrey M. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Morgan Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDWOOD MONEY

BRIGHTPLAN LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2017

Current Firm

REDWOOD MONEY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REDWOOD MONEY

TRUST BUT VERIFY

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