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Jeffrey Alan Weidell

MORRISON STREET CAPITAL, LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
4949 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 7942608Firm CRD# 150703
01

About

Jeffrey Alan Weidell is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with MORRISON STREET CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MORRISON STREET CAPITAL, LLC
AUM
$505M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MORRISON STREET CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF CAPITAL COMMITTMENTS
Regulatory
SEC/IARD CRD# 7942608
Firm CRD# 150703
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Alan Weidell offer?
Jeffrey Alan Weidell specializes in Retirement Planning. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Jeffrey Alan Weidell's credentials?
Jeffrey Alan Weidell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Weidell located?
Jeffrey Alan Weidell is based in LAKE OSWEGO, Oregon, working with MORRISON STREET CAPITAL, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Jeffrey Alan Weidell charge for services?
Jeffrey Alan Weidell's firm is compensated through percentage of aum, performance-based fees, other: percentage of capital committments. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORRISON STREET CAPITAL, LLC?
MORRISON STREET CAPITAL, LLC has approximately 16 employees and manages $505M 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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