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Jeffrey Keith Waldvogel

KBS REALTY ADVISORS, LLC·NEWPORT BEACH, California
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800 NEWPORT CENTER DR., NEWPORT BEACH, CA 92660CRD# 6526785Firm CRD# 119662
01

About

Jeffrey Keith Waldvogel is a registered financial advisor based in NEWPORT BEACH, California, affiliated with KBS REALTY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KBS REALTY ADVISORS, LLC
KBS REALTY ADVISORS, LLC
AUM
$3.1B
Regulatory assets under management
Employees
80
Total firm employees
View all advisors at KBS REALTY ADVISORS, LLC →
Services
Pension consulting
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION AND ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 6526785
Firm CRD# 119662
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Keith Waldvogel offer?
Jeffrey Keith Waldvogel specializes in Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.
What are Jeffrey Keith Waldvogel's credentials?
Jeffrey Keith Waldvogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Keith Waldvogel located?
Jeffrey Keith Waldvogel is based in NEWPORT BEACH, California, working with KBS REALTY ADVISORS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Jeffrey Keith Waldvogel charge for services?
Jeffrey Keith Waldvogel's firm is compensated through percentage of aum, performance-based fees, other: acquisition and administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KBS REALTY ADVISORS, LLC?
KBS REALTY ADVISORS, LLC has approximately 80 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KBS REALTY ADVISORS, LLC

David Michael Zamudio
NEWPORT BEACH, CA
Giovanni Cordoves
NEWPORT BEACH, CA
Jr. Charles Schreiber
NEWPORT BEACH, CA
Mark Andrew Krotine
NEWPORT BEACH, CA
Peter Milton Bren
NEWPORT BEACH, CA
Rachel Escobar Umipig
NEWPORT BEACH, CA

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Research
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