Jeffrey Puntney is a registered investment advisor, based in Sammamish, WA, with 24 years of industry experience.
Location
Sammamish, WA
Get directionsHistory
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
Blackrock Investments, LLC
October 2006 - Present · 19 yrs 9 mos
Blackrock Investments, LLCBroker
October 2006 - Present · 19 yrs 9 mos
Blackrock Financial Management, INC
May 2006 - Present · 20 yrs 2 mos
Previous Registrations
Blackrock Capital Management, INC.
September 2005 - May 2006 · 8 mos
State Street Research Investment Services, INC.Broker
February 2003 - October 2006 · 3 yrs 8 mos
First Republic Group, LLCBroker
August 2000 - August 2001 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.