Unclaimed Profile

Jameson Alan Greenfileld

SMEAD CAPITAL MANAGEMENT, INC.·SEATTLE, Washington

SIE, Series 7, Series 24, Series 66Clean record7 years registeredSMEAD CAPITAL MANAGEMENT, INC.

1001 FOURTH AVENUE, SEATTLE, WA 98154CRD# 6913164Firm CRD# 143567

Profile Verification

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

Identity

Jameson Alan Greenfileld · SEATTLE, WA

Registration

CRD #6913164 · SMEAD CAPITAL MANAGEMENT, INC. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SMEAD CAPITAL MANAGEMENT, INC.

SMEAD CAPITAL MANAGEMENT, INC.

Aug 2018 – Aug 2020

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 30, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMEAD CAPITAL MANAGEMENT, INC.

CRD 143567 · SEC 801-67839

AUM

$6.1B

Regulatory assets under management

Employees

87 client accounts

Services offered by SMEAD CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at SMEAD CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jameson Alan Greenfileld offer?

Jameson Alan Greenfileld specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Jameson Alan Greenfileld's credentials?

Jameson Alan Greenfileld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jameson Alan Greenfileld located?

Jameson Alan Greenfileld is based in SEATTLE, Washington, last registered with SMEAD CAPITAL MANAGEMENT, INC..

How does Jameson Alan Greenfileld charge for services?

Jameson Alan Greenfileld'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 SMEAD CAPITAL MANAGEMENT, INC.?

SMEAD CAPITAL MANAGEMENT, INC. has approximately 17 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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