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Jeffrey Alan Schaefer

SCHAEFER FINANCIAL MANAGEMENT, INC.·CENTENNIAL, Colorado
Series 7, Series 63Clean record27 years registeredSCHAEFER FINANCIAL MANAGEMENT, INC.
7700 EAST ARAPAHOE ROAD, CENTENNIAL, CO 80112-6108CRD# 1233525Firm CRD# 110110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Alan Schaefer · CENTENNIAL, CO
Registration
CRD #1233525 · SCHAEFER FINANCIAL MANAGEMENT, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

SCHAEFER FINANCIAL MANAGEMENT, INC.
Jan 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 1, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD 110110 · SEC 801-34341
AUM
$888M
Regulatory assets under management
Employees
9
1,748 client accounts
Services offered by SCHAEFER FINANCIAL MANAGEMENT, INC.
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 SCHAEFER FINANCIAL MANAGEMENT, INC. →
Introduction

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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.
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