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Jeffrey David Huffman

CLELAND WOOLWORTH CAPITAL GROUP, LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
5800 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 1562509Firm CRD# 127739
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
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
No disclosures on file
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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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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