Unclaimed Profile

Jeffry Stephen Cole

TEAM FINANCIAL GROUP, LLC·TEMECULA, California

Clean recordTEAM FINANCIAL GROUP, LLC

40395 WINCHESTER ROAD, TEMECULA, CA 92591CRD# 2437637Firm CRD# 309411

Profile Verification

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

Identity

Jeffry Stephen Cole · TEMECULA, CA

Registration

CRD #2437637 · TEAM FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffry Stephen Cole is a registered financial advisor based in TEMECULA, California, affiliated with TEAM FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TEAM FINANCIAL GROUP, LLC

TEAM WEALTH & TAX ADVISORS

AUM

$147M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TEAM FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2437637

Firm CRD# 309411

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffry Stephen Cole offer?

Jeffry Stephen Cole specializes in Financial Planning, Investment Management. Contact their office in TEMECULA, California for a consultation.

What are Jeffry Stephen Cole's credentials?

Jeffry Stephen Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffry Stephen Cole located?

Jeffry Stephen Cole is based in TEMECULA, California, working with TEAM FINANCIAL GROUP, LLC. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does Jeffry Stephen Cole charge for services?

Jeffry Stephen Cole's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TEAM FINANCIAL GROUP, LLC?

TEAM FINANCIAL GROUP, LLC has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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