JC
JC
Jeffrey Cashmore
35 Years of Experience
Williamsville, NY
4 Disclosures
Jeffrey Cashmore is a registered investment advisor at Members Advisory Group, LLC, based in Williamsville, NY, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 895 clients with $400M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
895 clients
Average Client Portfolio
$453K average
Assets Under Management
$405.0M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.75% |
| $1M+ | 0.65% |
Fee may be negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6750 Main Street, Williamsville, NY, 14221
Get directionsHistory
Regulatory History (4)
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Customer Dispute
June 2013Settled
Regulatory
October 2012Final
Customer Dispute
September 2010Settled
Customer Dispute
May 2009Closed-No Action
Employment History
Current Registrations
Members Advisory Group, LLC
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
LPL Financial LLC
November 1994 - October 2012 · 17 yrs 11 mos
LPL Financial LLCBroker
November 1994 - October 2012 · 17 yrs 11 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1992 - November 1994 · 2 yrs 1 mo
Liberty Securities CorporationBroker
June 1990 - October 1992 · 2 yrs 4 mos
Shearson Lehman Hutton INC.Broker
March 1989 - July 1990 · 1 yr 4 mos
State Registrations2 states
NYTX
Advisor
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.