JT
JT

Jahndavid Teschler

23 Years of Experience
Greenwood Village, CO
1 Disclosure

Jahndavid Teschler is a registered investment advisor at The Western Wealth Group, INC., based in Greenwood Village, CO, with 23 years of industry experience. Jahndavid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 61 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
61 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$107.3M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7887 E. Belleview Avenue, Suite 1100, Greenwood Village, CO, 80111

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History

Regulatory History (1)
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Customer Dispute
April 2008
Denied
Employment History
Current Registrations
The Western Wealth Group, INC.
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2003 - February 2010 · 6 yrs 11 mos
State Registrations3 states
COHITX
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.