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Jeffrey Louis Pettiford

WINDOW ROCK CAPITAL PARTNERS LLC·GILBERT, Arizona
Clean recordWINDOW ROCK CAPITAL PARTNERS LLC
2915 EAST BASELINE ROAD, GILBERT, AZ 85234CRD# 3225642Firm CRD# 269952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Louis Pettiford · GILBERT, AZ
Registration
CRD #3225642 · WINDOW ROCK CAPITAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Louis Pettiford is a registered financial advisor based in GILBERT, Arizona, affiliated with WINDOW ROCK CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WINDOW ROCK CAPITAL PARTNERS LLC
WINDOW ROCK CAPITAL PARTNERS LLC
AUM
$77M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at WINDOW ROCK CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3225642
Firm CRD# 269952
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Louis Pettiford offer?
Jeffrey Louis Pettiford specializes in Retirement Planning. Contact their office in GILBERT, Arizona for a consultation.
What are Jeffrey Louis Pettiford's credentials?
Jeffrey Louis Pettiford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Louis Pettiford located?
Jeffrey Louis Pettiford is based in GILBERT, Arizona, working with WINDOW ROCK CAPITAL PARTNERS LLC. Their office serves clients in the GILBERT metropolitan area and surrounding communities.
How does Jeffrey Louis Pettiford charge for services?
Jeffrey Louis Pettiford's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDOW ROCK CAPITAL PARTNERS LLC?
WINDOW ROCK CAPITAL PARTNERS LLC has approximately 12 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINDOW ROCK CAPITAL PARTNERS LLC

Andrew Paul Funk
GILBERT, AZ
Jason Ryan Jonas
GILBERT, AZ
Ketan S Parekh
GILBERT, AZ
Michael Louis Schoppet
GILBERT, AZ

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Research
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