AdvisorOS Directory
Claim Profile
JL

Jeffrey Scott Lisle

WHITE OAK GLOBAL ADVISORS, LLC·SAN FRANCISCO, California
Unclaimed Profile
88 KEARNY STREET, SAN FRANCISCO, CA 94108-5566CRD# 6008270Firm CRD# 149659
01

About

Jeffrey Scott Lisle is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WHITE OAK GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WHITE OAK GLOBAL ADVISORS, LLC
WHITE OAK GLOBAL ADVISORS, LLC
AUM
$6.2B
Regulatory assets under management
Employees
77
Total firm employees
View all advisors at WHITE OAK GLOBAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6008270
Firm CRD# 149659
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeffrey Scott Lisle offer?
Jeffrey Scott Lisle specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jeffrey Scott Lisle's credentials?
Jeffrey Scott Lisle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Lisle located?
Jeffrey Scott Lisle is based in SAN FRANCISCO, California, working with WHITE OAK GLOBAL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jeffrey Scott Lisle charge for services?
Jeffrey Scott Lisle's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE OAK GLOBAL ADVISORS, LLC?
WHITE OAK GLOBAL ADVISORS, LLC has approximately 77 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WHITE OAK GLOBAL ADVISORS, LLC

Matthew David Caudill
SAN FRANCISCO, CA
Andre Amin Hakkak
SAN FRANCISCO, CA
Barbara Jean Schassar Mckee
SAN FRANCISCO, CA
Celine Maria Hannett
SAN FRANCISCO, CA
Darius Joseph Mozaffarian
SAN FRANCISCO, CA
David Bruce Hackett
SAN FRANCISCO, CA

More Advisors in SAN FRANCISCO, California

David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
Karen Wong
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Keiko Kai
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Lynn Barbara Spang
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile