JH
JH

Jeffrey Huff

37 Years of Experience
Castle Pines, CO
Broker

Jeffrey Huff is a registered investment advisor at Wells Fargo Advisors, based in Castle Pines, CO, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Castle Pines, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is a director for Hidden Point Metropolitan District, spending minimal time attending meetings. He also has 100% ownership of Redpoint Capital Management, dedicating full-time hours to it, and acts as trustee and power of attorney for family members.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
June 2012 - Present · 13 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2012 - Present · 13 yrs 11 mos
Wells Fargo Advisors
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2012 · 3 yrs
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1999 - April 2007 · 8 yrs 3 mos
Morgan Stanley Dw INC.Broker
October 1988 - April 2007 · 18 yrs 6 mos
State Registrations15 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jeffrey Huff - Financial Advisor | TrueAdvisor