Jeffre Reininger
Jeffre Reininger is a registered investment advisor at B.B. Graham & Company, INC., based in Sunriver, OR, with 30 years of industry experience. Jeffre is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 427 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.
Fee Estimator
Location
Sunriver, OR
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.
Exams
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