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Jeffry William Baum

YOUR SOURCE FINANCIAL, PLC.·PHOENIX, Arizona
Unclaimed Profile
1540 E MARYLAND AVE, PHOENIX, AZ 85014CRD# 5761615Firm CRD# 109409
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
YOUR SOURCE FINANCIAL, PLC.
YOUR SOURCE FINANCIAL
AUM
$236M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at YOUR SOURCE FINANCIAL, PLC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5761615
Firm CRD# 109409
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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