AdvisorOS Directory
Claim Profile
CJ

Charles Bradford Jeffries

VENTURE INVESTMENT MANAGEMENT CO., L.L.C.·PEAPACK, New Jersey
Unclaimed Profile
88 MAIN STREET, PEAPACK, NJ 07977-0131CRD# 6023585Firm CRD# 160002
01

About

Charles Bradford Jeffries is a registered financial advisor based in PEAPACK, New Jersey, affiliated with VENTURE INVESTMENT MANAGEMENT CO., L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
VENTURE INVESTMENT ASSOCIATES
AUM
$744M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at VENTURE INVESTMENT MANAGEMENT CO., L.L.C. →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6023585
Firm CRD# 160002
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PEAPACK?

Browse all registered financial advisors in PEAPACK, New Jersey or claim this profile if it's yours.

Browse PEAPACK 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 Charles Bradford Jeffries offer?
Charles Bradford Jeffries specializes in Retirement Planning. Contact their office in PEAPACK, New Jersey for a consultation.
What are Charles Bradford Jeffries's credentials?
Charles Bradford Jeffries is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Bradford Jeffries located?
Charles Bradford Jeffries is based in PEAPACK, New Jersey, working with VENTURE INVESTMENT MANAGEMENT CO., L.L.C.. Their office serves clients in the PEAPACK metropolitan area and surrounding communities.
How does Charles Bradford Jeffries charge for services?
Charles Bradford Jeffries'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 VENTURE INVESTMENT MANAGEMENT CO., L.L.C.?
VENTURE INVESTMENT MANAGEMENT CO., L.L.C. has approximately 8 employees and manages $744M 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 PEAPACK
Stathis Andris — VENTURE INVESTMENT MANAGEMENT CO., L.L.C.Clifford Jp Gilman — VENTURE INVESTMENT MANAGEMENT CO., L.L.C.Jason Philip Andris — VENTURE INVESTMENT MANAGEMENT CO., L.L.C.Christopher Alexander Douvos — VENTURE INVESTMENT MANAGEMENT CO., L.L.C.Alan Adrian Garcia — VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile