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Jeffrey Michael Berkman

HBC FINANCIAL SERVICES, PLLC·SEATTLE, Washington
Clean recordHBC FINANCIAL SERVICES, PLLC
743 NORTH 35TH STREET, SEATTLE, WA 98103-8802CRD# 4455413Firm CRD# 115751

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Berkman · SEATTLE, WA
Registration
CRD #4455413 · HBC FINANCIAL SERVICES, PLLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Michael Berkman is a registered financial advisor based in SEATTLE, Washington, affiliated with HBC FINANCIAL SERVICES, PLLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HBC FINANCIAL SERVICES, PLLC
HBC FINANCIAL SERVICES, PLLC
AUM
$447M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HBC FINANCIAL SERVICES, PLLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4455413
Firm CRD# 115751
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Michael Berkman offer?
Jeffrey Michael Berkman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Jeffrey Michael Berkman's credentials?
Jeffrey Michael Berkman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Berkman located?
Jeffrey Michael Berkman is based in SEATTLE, Washington, working with HBC FINANCIAL SERVICES, PLLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Jeffrey Michael Berkman charge for services?
Jeffrey Michael Berkman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HBC FINANCIAL SERVICES, PLLC?
HBC FINANCIAL SERVICES, PLLC has approximately 5 employees and manages $447M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HBC FINANCIAL SERVICES, PLLC

James Dayton Guard
SEATTLE, WA
David Russell Harrison
SEATTLE, WA
James B. Claypool
SEATTLE, WA
Janon Lee Niess
SEATTLE, WA

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