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Jeffrey William Helfrich

PENN DAVIS MCFARLAND INC·DALLAS, Texas
Clean record16 years registeredPENN DAVIS MCFARLAND INC
2626 COLE AVE STE 504, DALLAS, TX 75204CRD# 4455709Firm CRD# 110417

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey William Helfrich · DALLAS, TX
Registration
CRD #4455709 · PENN DAVIS MCFARLAND INC · 16 years registered
Brand Profile
Not yet started
01

Career History

PENN DAVIS MCFARLAND INC
Aug 2010 – present
02

Registrations & Exams

Registration record
First registered · August 5, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PENN DAVIS MCFARLAND INC
CRD 110417 · SEC 801-13038
AUM
$843M
Regulatory assets under management
Employees
11
247 client accounts
Services offered by PENN DAVIS MCFARLAND INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PENN DAVIS MCFARLAND INC →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey William Helfrich offer?
Jeffrey William Helfrich specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are Jeffrey William Helfrich's credentials?
Jeffrey William Helfrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey William Helfrich located?
Jeffrey William Helfrich is based in DALLAS, Texas, working with PENN DAVIS MCFARLAND INC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jeffrey William Helfrich charge for services?
Jeffrey William Helfrich'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 PENN DAVIS MCFARLAND INC?
PENN DAVIS MCFARLAND INC has approximately 11 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PENN DAVIS MCFARLAND INC

Robert Van Ogden
DALLAS, TX
John Samuel Mcfarland
DALLAS, TX
Frederick Mckinney Penn
DALLAS, TX
John Hopkins Davis
DALLAS, TX
Robert Earl Felty
DALLAS, TX

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