Unclaimed Profile

Jeffrey Wood Koonce

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP·BATON ROUGE, Louisiana

Clean recordBERNHARD CAPITAL PARTNERS MANAGEMENT, LP

400 CONVENTION STREET, BATON ROUGE, LA 70802-5628CRD# 6465192Firm CRD# 168155

Profile Verification

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

Identity

Jeffrey Wood Koonce · BATON ROUGE, LA

Registration

CRD #6465192 · BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Wood Koonce is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with BERNHARD CAPITAL PARTNERS MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

AUM

$4.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BERNHARD CAPITAL PARTNERS MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6465192

Firm CRD# 168155

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Wood Koonce offer?

Jeffrey Wood Koonce specializes in Retirement Planning. Contact their office in BATON ROUGE, Louisiana for a consultation.

What are Jeffrey Wood Koonce's credentials?

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

Where is Jeffrey Wood Koonce located?

Jeffrey Wood Koonce is based in BATON ROUGE, Louisiana, working with BERNHARD CAPITAL PARTNERS MANAGEMENT, LP. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.

How does Jeffrey Wood Koonce charge for services?

Jeffrey Wood Koonce's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERNHARD CAPITAL PARTNERS MANAGEMENT, LP?

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP has approximately 38 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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