Unclaimed Profile

Jeremy Justin Kiefer

CPCM, LLC·SEATTLE, Washington

Series 4, Series 7Clean record13 years registeredCPCM, LLC

1910 FAIRVIEW AVE E, SEATTLE, WA 98102-3620CRD# 2743100Firm CRD# 156225

Profile Verification

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

Identity

Jeremy Justin Kiefer · SEATTLE, WA

Registration

CRD #2743100 · CPCM, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CPCM, LLC

COLUMBIA PACIFIC WEALTH MANAGEMENT

Nov 2012 – Mar 2018

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Registration record

First registered · November 7, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CPWM, LLC

CRD 156225 · SEC 801-72122

AUM

$6.7B

Regulatory assets under management

Employees

6,489 client accounts

Services offered by CPWM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CPWM, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Justin Kiefer offer?

Jeremy Justin Kiefer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Jeremy Justin Kiefer's credentials?

Jeremy Justin Kiefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Justin Kiefer located?

Jeremy Justin Kiefer is based in SEATTLE, Washington, last registered with CPCM, LLC.

How does Jeremy Justin Kiefer charge for services?

Jeremy Justin Kiefer's firm is compensated through percentage of aum, subscription fees, other: administration fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CPCM, LLC?

CPCM, LLC has approximately 44 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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