Unclaimed Profile

Jeffrey Mark Atwell

RETIREMENT CAPITAL MANAGEMENT, LLC·MURFREESBORO, Tennessee

Series 6, Series 63Clean record9 years registeredRETIREMENT CAPITAL MANAGEMENT, LLC

1832 WARD DRIVE, MURFREESBORO, TN 37129CRD# 1315338Firm CRD# 166609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Mark Atwell · MURFREESBORO, TN

Registration

CRD #1315338 · RETIREMENT CAPITAL MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RETIREMENT CAPITAL MANAGEMENT, LLC

MEEDER INVESTMENT MANAGEMENT, INC.

Nov 2016 – May 2017

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · November 3, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT CAPITAL MANAGEMENT, LLC

CRD 166609 · SEC 801-81099

AUM

$55M

Regulatory assets under management

Employees

80 client accounts

Services offered by RETIREMENT CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at RETIREMENT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Mark Atwell offer?

Jeffrey Mark Atwell specializes in Investment Management.

What are Jeffrey Mark Atwell's credentials?

Jeffrey Mark Atwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Mark Atwell located?

Jeffrey Mark Atwell is based in MURFREESBORO, Tennessee, last registered with RETIREMENT CAPITAL MANAGEMENT, LLC.

How does Jeffrey Mark Atwell charge for services?

Jeffrey Mark Atwell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT CAPITAL MANAGEMENT, LLC?

RETIREMENT CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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