JB
JB

Jeffrey Bottom

21 Years of Experience
Walnut Creek, CA

Jeffrey Bottom is a registered investment advisor at Prime Meridian Capital Management, LLC, based in Walnut Creek, CA, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 4 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$186.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2121 N. California Blvd., Suite 830, Walnut Creek, CA, 94596

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Jeffrey is involved in two outside business activities. He is the Director of Capital Markets for Prime Meridian Capital Management, dedicating nearly full-time hours to capital raising efforts, and he assists in marketing and sales for Scalio, a software development company, dedicating minimal time.

Employment History
Current Registrations
Prime Meridian Capital Management, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
March Capital CORP.Broker
May 2021 - October 2023 · 2 yrs 5 mos
Compass Distributors, LLCBroker
April 2018 - February 2021 · 2 yrs 10 mos
Liccar Securities, LLCBroker
March 2017 - February 2018 · 11 mos
Silber Bennett Financial, INC.Broker
December 2014 - November 2016 · 1 yr 11 mos
Gama Global Investments, LLCBroker
December 2011 - January 2013 · 1 yr 1 mo
Viant Capital LLCBroker
August 2011 - December 2011 · 4 mos
Oak River Investments, INC.Broker
June 2010 - December 2010 · 6 mos
Dimirak Securities CorporationBroker
February 2010 - June 2010 · 4 mos
Empire Securities CorporationBroker
June 2008 - February 2010 · 1 yr 8 mos
Atel Securities CorporationBroker
January 2004 - April 2007 · 3 yrs 3 mos
Columbia Funds Distributor, INC.Broker
December 2000 - January 2004 · 3 yrs 1 mo
Liberty Funds Distributor, INC.Broker
September 2000 - October 2000 · 1 mo
State Registrations1 state
CA
Advisor

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.