Unclaimed Profile

Jeffry William Baum

YOUR SOURCE FINANCIAL, PLC.·PHOENIX, Arizona

Clean recordYOUR SOURCE FINANCIAL, PLC.

1540 E MARYLAND AVE, PHOENIX, AZ 85014CRD# 5761615Firm CRD# 109409

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffry William Baum · PHOENIX, AZ

Registration

CRD #5761615 · YOUR SOURCE FINANCIAL, PLC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffry William Baum is a registered financial advisor based in PHOENIX, Arizona, affiliated with YOUR SOURCE FINANCIAL, PLC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

YOUR SOURCE FINANCIAL, PLC.

YOUR SOURCE FINANCIAL

AUM

$236M

Regulatory assets under management

Employees

Total firm employees

View all advisors at YOUR SOURCE FINANCIAL, PLC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5761615

Firm CRD# 109409

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffry William Baum offer?

Jeffry William Baum specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.

What are Jeffry William Baum's credentials?

Jeffry William Baum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffry William Baum located?

Jeffry William Baum is based in PHOENIX, Arizona, working with YOUR SOURCE FINANCIAL, PLC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Jeffry William Baum charge for services?

Jeffry William Baum's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is YOUR SOURCE FINANCIAL, PLC.?

YOUR SOURCE FINANCIAL, PLC. has approximately 5 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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