Jeffrey Capellen
Jeffrey Capellen is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6855 SW Baylor St, Tigard, OR, 97223
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
September 2003Other Business Activities
Jeffrey owns Jeffrey Capellen PC, an S-Corp for ownership of Kruse Woods Financial Partners and related expenses, and Project Discovery LLC to separate expenses and overhead. He also works as a financial advisor at Kruse Woods Financial Partners; each of these activities requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
First Investors Advisory Services, LLC
First Investors CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.