Jeffrey Pettiford
Jeffrey Pettiford is a registered investment advisor at Fort Washington Investment Advisors INC, based in Chicago, IL, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,701 clients with $85B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Non-discretionary Private Client Group accounts are generally charged $500 annually and are billed quarterly in advance, but these fees may vary depending on client circumstance.
Fee Estimator
Location
Chicago, IL
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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 Activities
Jeffrey is a Registered Representative with Touchstone Securities and a Vice President Relations with Fort Washington Investment Advisors, dedicating full-time hours to each. He also serves as a board member for several organizations, including CK School Foundation, Mercy Home for Boys and Girls, and Blue Cap Foundation, and is a member of J+K Development Partners LLC.
Employment History
Current Registrations
Fort Washington Investment Advisors INC
Touchstone Securities, LLC
Touchstone Securities, LLCBroker
Previous Registrations
William Blair & Company L.L.C.Broker
William Blair & Company L.L.C.
Bny Convergex Execution Solutions LLCBroker
Professional Funds Distributor, LLCBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Bny Convergex Execution Solutions LLCBroker
Lynch, Jones & Ryan LLCBroker
Managers Distributors, INC.Broker
Burridge Group LLC
H&r Block Financial Advisors, INC.Broker
State Registrations53 states
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