Jeffrey Bridge is a registered investment advisor, based in Highlands Ranch, CO, with 22 years of industry experience.
Location
Highlands Ranch, CO
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey works full-time as a Senior Regional Consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in 2014.
Employment History
Current Registrations
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 9 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 9 mos
Assetmark, INC.
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Capital Brokerage CorporationBroker
April 2008 - November 2013 · 5 yrs 7 mos
Genworth Financial Asset Management, INC
May 2005 - July 2008 · 3 yrs 2 mos
Genworth Financial Securities CorporationBroker
November 2003 - April 2008 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - February 2000 · 6 mos
State Registrations3 states
CONMWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.