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Jeffrey Lynn Porterfield

PEB CAPITAL MANAGEMENT LLC·COLUMBUS, Ohio
Clean recordPEB CAPITAL MANAGEMENT LLC
1880 MACKENZIE DRIVE, COLUMBUS, OH 43220CRD# 1012327Firm CRD# 315241

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Lynn Porterfield · COLUMBUS, OH
Registration
CRD #1012327 · PEB CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Lynn Porterfield is a registered financial advisor based in COLUMBUS, Ohio, affiliated with PEB CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PEB CAPITAL MANAGEMENT LLC
PEB CAPITAL MANAGEMENT LLC
AUM
$130M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PEB CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1012327
Firm CRD# 315241
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Lynn Porterfield offer?
Jeffrey Lynn Porterfield specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Jeffrey Lynn Porterfield's credentials?
Jeffrey Lynn Porterfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lynn Porterfield located?
Jeffrey Lynn Porterfield is based in COLUMBUS, Ohio, working with PEB CAPITAL MANAGEMENT LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Jeffrey Lynn Porterfield charge for services?
Jeffrey Lynn Porterfield'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 PEB CAPITAL MANAGEMENT LLC?
PEB CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PEB CAPITAL MANAGEMENT LLC

Todd David Brown
COLUMBUS, OH
Adam Joseph Edwards
COLUMBUS, OH

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