Unclaimed Profile

Jeffrey Robert Scharf

SCHARF INVESTMENTS, LLC·SCOTTS VALLEY, California

Clean recordSCHARF INVESTMENTS, LLC

5619 SCOTTS VALLEY DR, SUITE 140, SCOTTS VALLEY, CA 95066-3453CRD# 5267192Firm CRD# 105508

Profile Verification

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

Identity

Jeffrey Robert Scharf · SCOTTS VALLEY, CA

Registration

CRD #5267192 · SCHARF INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SCHARF INVESTMENTS, LLC

AUM

$4.5B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5267192

Firm CRD# 105508

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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