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Jeffrey David Huffman

CLELAND WOOLWORTH CAPITAL GROUP, LLC·LAKE OSWEGO, Oregon
Clean recordCLELAND WOOLWORTH CAPITAL GROUP, LLC
5800 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 1562509Firm CRD# 127739

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey David Huffman · LAKE OSWEGO, OR
Registration
CRD #1562509 · CLELAND WOOLWORTH CAPITAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey David Huffman is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with CLELAND WOOLWORTH CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CWC ADVISORS, LLC
CWC ADVISORS, LLC
AUM
$163M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CWC ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1562509
Firm CRD# 127739
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey David Huffman offer?
Jeffrey David Huffman specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Jeffrey David Huffman's credentials?
Jeffrey David Huffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey David Huffman located?
Jeffrey David Huffman is based in LAKE OSWEGO, Oregon, working with CLELAND WOOLWORTH CAPITAL GROUP, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Jeffrey David Huffman charge for services?
Jeffrey David Huffman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLELAND WOOLWORTH CAPITAL GROUP, LLC?
CLELAND WOOLWORTH CAPITAL GROUP, LLC has approximately 9 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLELAND WOOLWORTH CAPITAL GROUP, LLC

Gary Richard Woolworth
LAKE OSWEGO, OR
Larry Dee Cleland
LAKE OSWEGO, OR
James William Daskalos
LAKE OSWEGO, OR
Diane Catherine Landgraf
LAKE OSWEGO, OR
Richard Lee Woolworth Trust
LAKE OSWEGO, OR
Cheryl Moore Prinz
LAKE OSWEGO, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)GRANTS PASS (11)JACKSONVILLE (11)WEST LINN (11)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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