Jeffrey Artherholt is a CFP-designated registered investment advisor, based in Tinton Falls, NJ, with 28 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4000 Route 66, Suite 123B, Tinton Falls, NJ, 07753
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an Investment Advisor Representative (IAR) of Kestra Advisory Services, LLC, and a Financial Advisor at Obsidian Wealth Advisors, providing financial planning and portfolio management. Both roles are investment-related and take up a full-time commitment each.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Hill Thompson Magid, L.P.Broker
State Registrations27 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
More Advisors
- Gustav Fingado, CFPRaymond James & Associates, INC.
- Brandon Grocki, CFPKestra Advisory Services, LLC
- Steven Curry, CFPKestra Advisory Services, LLC
- Joseph Doerrer, CFPMezzasalma Advisors
- Anthony Mezzasalma, CFPMezzasalma Advisors
- Barry Wayne, CFPStrategic Advisers LLC