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Jahndavid Teschler

The Western Wealth Group, INC.
23 Years of Experience
Greenwood Village, CO
1 Disclosure
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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 Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 61 clients with $110M in assets under management.

The Western Wealth Group, INC.
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

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiated or waived at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
The Western Wealth Group, INC.
February 2010 - Present · 16 yrs 8 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.
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