Jeffre Reininger
Jeffre Reininger is a registered investment advisor at B.B. Graham & Company, INC., based in Orange, CA, with 30 years of industry experience. Jeffre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
1700 W. Katella Ave., Orange, CA, 92867
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2023Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Jeffre owns Willamette Valley Retirement Services, where he sells and services fixed insurance products and works as a life insurance agent. This takes about half of his time.
Employment History
Current Registrations
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Capital Financial Services, INC.Broker
Capital Financial Services, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations5 states
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.