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Jeffrey Colin Mohr

COMPREHENSIVE FINANCIAL MANAGEMENT LLC·LOS GATOS, California
Unclaimed Profile
720 UNIVERSITY AVENUE, LOS GATOS, CA 95032-7606CRD# 6902840Firm CRD# 159641
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
AUM
$16.7B
Regulatory assets under management
Employees
36
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
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Background

Compensation
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6902840
Firm CRD# 159641
No disclosures on file
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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Other advisors in LOS GATOS
Richard Evan Baer — LEGACY CAPITAL GROUP CALIFORNIA, INC.Brent Charles Bunger — LEGACY CAPITAL GROUP CALIFORNIA, INC.Andrew Michael Baugh — LEGACY CAPITAL GROUP CALIFORNIA, INC.Kim Ann Lawson — LEGACY CAPITAL GROUP CALIFORNIA, INC.Gregory Reed Hardester — COMPREHENSIVE FINANCIAL MANAGEMENT LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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