JN
Jeffrey Nabers
NABERS WEALTH
Scottsdale, AZ 85260
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CRD#: 6856248
JN
Professional summary
Jeffrey Nabers is a registered financial advisor currently at NABERS WEALTH LLC located in Scottsdale, Arizona.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jeffrey has worked at 1 firm 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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Nabers'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®
NoneExperience
Current
September 24, 2020 - Present
NABERS WEALTH LLC
Office #1: 14362 N Frank Lloyd Wright Blvd #1000, Scottsdale, AZ 85260RIA
CRD#: 309846
Scottsdale, AZ
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
Arizona(9/24/2020)
IAR
Texas(4/25/2025)
Current Firm
NW
NABERS WEALTH LLC
NABERS WEALTH LLC
CRD#: 309846 / SEC#: 801-127771
RIA
Registered Investment Advisory firm - (5/2/2025 Terminated)Arizona
Registered Investment Advisory firm - (5/1/2025 Approved)Texas
Registered Investment Advisory firm - (4/2/2025 Conditional Restricted)Virginia
Registered Investment Advisory firm - (5/15/2023 Terminated)PREMIUM
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Contact information
Main Address
14362 N Frank Lloyd Wright Blvd Suite 1000, Scottsdale, AZ 85260
Mailing Address
Phone number
(480) 401-1787
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 84 |
| AUM (Assets Under Management) | $ 21,011,050 |
Red Flags
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