Jeffrey Eisenberg is a registered investment advisor at Securawealth, based in Canton, OH, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 18 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$22.3M
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Location
Canton, OH
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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 →Employment History
Current Registrations
Securawealth
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
RBC Dain Rauscher INC.
May 2002 - June 2006 · 4 yrs 1 mo
State Registrations2 states
NJOH
Advisor
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Exams
No exam information available for this advisor.