AdvisorOS Directory
Claim Profile
JT

Jerold (n) Tweddell

TWEDDELL GOLDBERG LLC·SONORA, California
Unclaimed Profile
20320 MIDLAND DRIVE, SONORA, CA 95370-9602CRD# 451010Firm CRD# 141634
01

About

Jerold (n) Tweddell is a registered financial advisor based in SONORA, California, affiliated with TWEDDELL GOLDBERG LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TWEDDELL GOLDBERG LLC
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT
AUM
$131M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TWEDDELL GOLDBERG LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 451010
Firm CRD# 141634
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SONORA?

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

Browse SONORA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SONORA
Robert Morgan Vance — VANCE CAPITAL MANAGEMENT, LLCMargaret B Vance — VANCE CAPITAL MANAGEMENT, LLCSteven Tobias Goldberg — TWEDDELL GOLDBERG LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile