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Jeffrey Falke

Kingswood Wealth Advisors, LLC
28 Years of Experience
Hartwell, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Falke is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Hartwell, GA, with 28 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.

Kingswood Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
11,425 clients
Average Client Portfolio
$333K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

124 E Franklin St., Hartwell, GA, 30643

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an agent for non-variable insurance through American Equity and another unnamed entity, dedicating minimal time to each. He also works full-time as an IAR for Wealthcare Advisory Partners, LLC and is involved with The Falke Group Wealth Management and ALLOU INC, a real estate rental LLC.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
October 2025 - Present · 1 yr
Kingswood Capital Partners, LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Wealthcare Advisory Partners LLC
December 2020 - October 2025 · 4 yrs 10 mos
LPL Financial LLC
August 2018 - February 2019 · 6 mos
Fortis Group Advisors LLC
March 2018 - November 2020 · 2 yrs 8 mos
LPL Financial LLCBroker
February 2018 - October 2025 · 7 yrs 8 mos
LPL Financial LLC
February 2018 - July 2018 · 5 mos
Invest Financial Corporation
October 2008 - February 2018 · 9 yrs 4 mos
Invest Financial CorporationBroker
September 2008 - February 2018 · 9 yrs 5 mos
Thrivent Investment Management INC.Broker
April 2005 - September 2008 · 3 yrs 5 mos
American Skandia Marketing, INC.Broker
May 2004 - March 2005 · 10 mos
Invest Financial CorporationBroker
February 2004 - April 2004 · 2 mos
Mfs Fund Distributors, INC.Broker
March 2000 - February 2004 · 3 yrs 11 mos
Gkn Securities CORP.Broker
August 1999 - March 2000 · 7 mos
Thornhill Group, INC.Broker
July 1999 - October 1999 · 3 mos
Merit Capital Associates, INC.Broker
June 1997 - October 1997 · 4 mos
John Nuveen & CO., IncorporatedBroker
September 1995 - May 1996 · 8 mos
State Registrations9 states
ALFLGAKYMANCOHSCTN
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.
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