AdvisorOS Directory
Claim Profile
JI

Jeffrey Iseman

POWELL CAPITAL LLC·GIG HARBOR, Washington
Unclaimed Profile
7191 WAGNER WAY, NW, SUITE 304, GIG HARBOR, WA 98335CRD# 7142950Firm CRD# 288994
01

About

Jeffrey Iseman is a registered financial advisor based in GIG HARBOR, Washington, affiliated with POWELL CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
POWELL CAPITAL LLC
POWELL CAPITAL
AUM
$9M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at POWELL CAPITAL LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7142950
Firm CRD# 288994
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GIG HARBOR?

Browse all registered financial advisors in GIG HARBOR, Washington or claim this profile if it's yours.

Browse GIG HARBOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Iseman offer?
Jeffrey Iseman specializes in Investment Management, Fee-Only Advisory. Contact their office in GIG HARBOR, Washington for a consultation.
What are Jeffrey Iseman's credentials?
Jeffrey Iseman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Iseman located?
Jeffrey Iseman is based in GIG HARBOR, Washington, working with POWELL CAPITAL LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.
How does Jeffrey Iseman charge for services?
Jeffrey Iseman'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 POWELL CAPITAL LLC?
POWELL CAPITAL LLC has approximately 3 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GIG HARBOR
Ronald Jay Robertson — GENESIS CAPITAL LLCDonald Francis Cox — PACIFIC ASSET MANAGEMENT, LLCGary Lee Lucy — PACIFIC ASSET MANAGEMENT, LLCEdward Donald Smith — P3 ASSET MANAGEMENT, LLCRichard Kent Baird — HARBORVIEW ASSET MANAGEMENT LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile