AdvisorOS Directory
Claim Profile
JS

Jeffrey Alan Schaefer

SCHAEFER FINANCIAL MANAGEMENT, INC.·CENTENNIAL, Colorado
Unclaimed Profile
7700 EAST ARAPAHOE ROAD, CENTENNIAL, CO 80112-6108CRD# 1233525Firm CRD# 110110
01

About

Jeffrey Alan Schaefer is a registered financial advisor based in CENTENNIAL, Colorado, affiliated with SCHAEFER FINANCIAL MANAGEMENT, INC.. 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
SCHAEFER FINANCIAL MANAGEMENT, INC.
SCHAEFER FINANCIAL MANAGEMENT, INC.
AUM
$888M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SCHAEFER FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1233525
Firm CRD# 110110
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CENTENNIAL?

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

Browse CENTENNIAL 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 Jeffrey Alan Schaefer offer?
Jeffrey Alan Schaefer specializes in Financial Planning, Investment Management. Contact their office in CENTENNIAL, Colorado for a consultation.
What are Jeffrey Alan Schaefer's credentials?
Jeffrey Alan Schaefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Schaefer located?
Jeffrey Alan Schaefer is based in CENTENNIAL, Colorado, working with SCHAEFER FINANCIAL MANAGEMENT, INC.. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.
How does Jeffrey Alan Schaefer charge for services?
Jeffrey Alan Schaefer'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 SCHAEFER FINANCIAL MANAGEMENT, INC.?
SCHAEFER FINANCIAL MANAGEMENT, INC. has approximately 9 employees and manages $888M 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 at SCHAEFER FINANCIAL MANAGEMENT, INC.

Rebecca A Aardal
CENTENNIAL, CO
Kenneth Ray Schaefer
CENTENNIAL, CO

More Advisors in CENTENNIAL, Colorado

Carl Gregory Derozario
VERDEAM, LLC·CENTENNIAL, CO
Burke Randall Johnson
PLAN STRATEGIES INC·CENTENNIAL, CO
Casey Edward Harless
RAISA ENERGY LLC·CENTENNIAL, CO
Larry Wayne Stark
NATIONAL VALUATION CONSULTANTS, INC.·CENTENNIAL, CO
Robert Michael Bunn
THE ENDOWMENT OFFICE, INC.·CENTENNIAL, CO
Sean Terrance O'reilly
FFG RETIREMENT ADVISORS LLC·CENTENNIAL, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)ENGLEWOOD (66)LITTLETON (58)FORT COLLINS (38)LONE TREE (33)MONUMENT (27)ASPEN (27)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile