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Charles Bradford Jeffries

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Bradford Jeffries · PEAPACK, NJ
Registration
CRD #6023585 · VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at VENTURE INVESTMENT MANAGEMENT CO., L.L.C.

Christopher Alexander Douvos
PEAPACK, NJ
Jason Philip Andris
PEAPACK, NJ
Alan Adrian Garcia
PEAPACK, NJ
Carl Homer Malmstrom
PEAPACK, NJ
Clifford Jp Gilman
PEAPACK, NJ
Stathis Andris
PEAPACK, NJ

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Research
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