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Jerold (n) Tweddell

TWEDDELL GOLDBERG LLC·SONORA, California
Series 1, Series 5, Series 7, Series 63Clean record16 years registeredTWEDDELL GOLDBERG LLC
20320 MIDLAND DRIVE, SONORA, CA 95370-9602CRD# 451010Firm CRD# 141634

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerold (n) Tweddell · SONORA, CA
Registration
CRD #451010 · TWEDDELL GOLDBERG LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

TWEDDELL GOLDBERG INVESTMENT MANAGEMENT
Mar 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 5
Series 7
Series 63
Registration record
First registered · March 10, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TWEDDELL GOLDBERG LLC
CRD 141634 · SEC 801-81194
AUM
$131M
Regulatory assets under management
Employees
2
327 client accounts
Services offered by TWEDDELL GOLDBERG LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TWEDDELL GOLDBERG LLC →
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05

Frequently Asked Questions

What services does Jerold (n) Tweddell offer?
Jerold (n) Tweddell specializes in Financial Planning, Investment Management. Contact their office in SONORA, California for a consultation.
What are Jerold (n) Tweddell's credentials?
Jerold (n) Tweddell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerold (n) Tweddell located?
Jerold (n) Tweddell is based in SONORA, California, working with TWEDDELL GOLDBERG LLC. Their office serves clients in the SONORA metropolitan area and surrounding communities.
How does Jerold (n) Tweddell charge for services?
Jerold (n) Tweddell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWEDDELL GOLDBERG LLC?
TWEDDELL GOLDBERG LLC has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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