AdvisorOS Directory
Claim Profile
JC

Jeffry Stephen Cole

TEAM FINANCIAL GROUP, LLC·TEMECULA, California
Unclaimed Profile
40395 WINCHESTER ROAD, TEMECULA, CA 92591CRD# 2437637Firm CRD# 309411
01

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.

02

Focus Areas

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

Firm Overview

Firm
TEAM FINANCIAL GROUP, LLC
TEAM WEALTH & TAX ADVISORS
AUM
$147M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TEAM FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2437637
Firm CRD# 309411
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TEMECULA?

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

Browse TEMECULA 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TEMECULA
David Nathan Williams — THE PLANNERS NETWORK, INC.Jerry William Wilk — THE PLANNERS NETWORK, INC.Paul Jeremiah Toohey — THE PLANNERS NETWORK, INC.Mark James Sudol — THE PLANNERS NETWORK, INC.David John Vanderzwaag — THE PLANNERS NETWORK, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile