Unclaimed Profile

Jeffrey Robert Herold

NED DAVIS RESEARCH, INC.·SARASOTA, Florida

Clean recordNED DAVIS RESEARCH, INC.

3665 BEE RIDGE ROAD, SARASOTA, FL 34233CRD# 7847224Firm CRD# 112260

Profile Verification

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

Identity

Jeffrey Robert Herold · SARASOTA, FL

Registration

CRD #7847224 · NED DAVIS RESEARCH, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Robert Herold is a registered financial advisor based in SARASOTA, Florida, affiliated with NED DAVIS RESEARCH, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Education

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NED DAVIS RESEARCH, INC.

AUM

$249K

Regulatory assets under management

Employees

Total firm employees

View all advisors at NED DAVIS RESEARCH, INC. →

Services

Publication of periodicals/newsletters

Market timing services

Educational seminars/workshops

Other advisory services

Charitable organization or education services

Other

Background

Compensation

Hourly charges

Fixed fees

Subscription fees

Other: NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS

Regulatory

SEC/IARD CRD# 7847224

Firm CRD# 112260

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Robert Herold offer?

Jeffrey Robert Herold specializes in Financial Education. Contact their office in SARASOTA, Florida for a consultation.

What are Jeffrey Robert Herold's credentials?

Jeffrey Robert Herold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Robert Herold located?

Jeffrey Robert Herold is based in SARASOTA, Florida, working with NED DAVIS RESEARCH, INC.. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Jeffrey Robert Herold charge for services?

Jeffrey Robert Herold's firm is compensated through hourly charges, fixed fees, subscription fees, other: ndr receives bps on other ia's aum using ndr models. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NED DAVIS RESEARCH, INC.?

NED DAVIS RESEARCH, INC. has approximately 70 employees and manages $249K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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