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Jeffrey Robert Scharf

SCHARF INVESTMENTS, LLC·SCOTTS VALLEY, California
Unclaimed Profile
5619 SCOTTS VALLEY DR, SUITE 140, SCOTTS VALLEY, CA 95066-3453CRD# 5267192Firm CRD# 105508
01

About

Jeffrey Robert Scharf is a registered financial advisor based in SCOTTS VALLEY, California, affiliated with SCHARF INVESTMENTS, 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
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
SCHARF INVESTMENTS, LLC
SCHARF INVESTMENTS, LLC
AUM
$4.5B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at SCHARF INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5267192
Firm CRD# 105508
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Robert Scharf offer?
Jeffrey Robert Scharf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTS VALLEY, California for a consultation.
What are Jeffrey Robert Scharf's credentials?
Jeffrey Robert Scharf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Robert Scharf located?
Jeffrey Robert Scharf is based in SCOTTS VALLEY, California, working with SCHARF INVESTMENTS, LLC. Their office serves clients in the SCOTTS VALLEY metropolitan area and surrounding communities.
How does Jeffrey Robert Scharf charge for services?
Jeffrey Robert Scharf's firm is compensated through percentage of aum, 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 SCHARF INVESTMENTS, LLC?
SCHARF INVESTMENTS, LLC has approximately 23 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SCOTTS VALLEY
Michael Francis Meara — PACIFIC MOUNTAIN ADVISORS, INC.Nicholas David Delurgio — DELURGIO NICHOLAS DAVIDJoseph Dominic Sundram — PACIFIC MOUNTAIN ADVISORS, INC.Mary Beth Sundram — PACIFIC MOUNTAIN ADVISORS, INC.Philip Shear — PACIFIC MOUNTAIN ADVISORS, INC.
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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