Unclaimed Profile

Jeffrey Lynn Porterfield

PEB CAPITAL MANAGEMENT LLC·COLUMBUS, Ohio

SIE, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65Clean record25 years registeredPEB 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 · 25 years registered

Brand Profile

Not yet started

Career History

PEB CAPITAL MANAGEMENT LLC

Oct 2021 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Mar 2007 – Aug 2021

UPPER ARLINGTON, OH

UBS FINANCIAL SERVICES INC.

Sep 2000 – Mar 2007

UPPER ARLINGTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · September 22, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEB CAPITAL MANAGEMENT LLC

CRD 315241 · SEC 801-121815

AUM

$130M

Regulatory assets under management

Employees

443 client accounts

Services offered by PEB CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEB CAPITAL MANAGEMENT LLC →

Introduction

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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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