Jeff Darin Rosenberger

Guideline Investments, LLC

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Guideline Investments, LLC

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

87,973 clients

Average Client Portfolio

$187K average

Assets Under Management

$16.5B

Fee Structure

Financial Planning:Investment management only

Location

1412 Chapin Avenue, Burlingame, CA, 94010

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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.

Employment History

Current Registrations

Guideline Investments, LLC

November 2016 - Present · 9 yrs 3 mos

Previous Registrations

Wealthfront

June 2013 - March 2016 · 2 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.