Unclaimed Profile

Jeffrey Colin Mohr

COMPREHENSIVE FINANCIAL MANAGEMENT LLC·LOS GATOS, California

Clean recordCOMPREHENSIVE FINANCIAL MANAGEMENT LLC

720 UNIVERSITY AVENUE, LOS GATOS, CA 95032-7606CRD# 6902840Firm CRD# 159641

Profile Verification

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

Identity

Jeffrey Colin Mohr · LOS GATOS, CA

Registration

CRD #6902840 · COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Colin Mohr is a registered financial advisor based in LOS GATOS, California, affiliated with COMPREHENSIVE FINANCIAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COMPREHENSIVE FINANCIAL MANAGEMENT LLC

AUM

$16.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPREHENSIVE FINANCIAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6902840

Firm CRD# 159641

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Colin Mohr offer?

Jeffrey Colin Mohr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS GATOS, California for a consultation.

What are Jeffrey Colin Mohr's credentials?

Jeffrey Colin Mohr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Colin Mohr located?

Jeffrey Colin Mohr is based in LOS GATOS, California, working with COMPREHENSIVE FINANCIAL MANAGEMENT LLC. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.

How does Jeffrey Colin Mohr charge for services?

Jeffrey Colin Mohr's firm is compensated through hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPREHENSIVE FINANCIAL MANAGEMENT LLC?

COMPREHENSIVE FINANCIAL MANAGEMENT LLC has approximately 36 employees and manages $16.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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