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Jeffrey Nabers

NABERS WEALTH LLC·SCOTTSDALE, Arizona
Series 65Clean record5 years registeredNABERS WEALTH LLC
14362 N FRANK LLOYD WRIGHT BLVD, SCOTTSDALE, AZ 85260CRD# 6856248Firm CRD# 309846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Nabers · SCOTTSDALE, AZ
Registration
CRD #6856248 · NABERS WEALTH LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

NABERS WEALTH LLC
Sep 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 24, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NABERS WEALTH LLC
CRD 309846 · SEC 801-127771
AUM
$12M
Regulatory assets under management
Employees
1
91 client accounts
Services offered by NABERS WEALTH LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NABERS WEALTH LLC →
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Frequently Asked Questions

What services does Jeffrey Nabers offer?
Jeffrey Nabers specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jeffrey Nabers's credentials?
Jeffrey Nabers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Nabers located?
Jeffrey Nabers is based in SCOTTSDALE, Arizona, working with NABERS WEALTH LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jeffrey Nabers charge for services?
Jeffrey Nabers'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 NABERS WEALTH LLC?
NABERS WEALTH LLC has approximately 1 employees and manages $12M 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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