Cliff Leiker is a registered investment advisor at Cjl Quantum Analytics, based in Fair Oaks, CA, with 9 years of industry experience. Cliff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are non-negotiable at this time.
Fee Estimator
Location
Fair Oaks, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cliff is the shareholder and president of CJL Quantum Financial Services, PC, dedicating about half of his time to this role. He also sells life insurance as a fraternal agent for the Catholic Order of Foresters, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Cjl Quantum Analytics
Previous Registrations
Knights of Columbus Asset Advisors LLC
PFS Investments INC.Broker
Cjl Financial, LLC
Cjl Financial, LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.