Jeffrey Pannell is a registered investment advisor at Clark Nuber Wealth Management, based in Bellevue, WA, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
555 110th Ave Ne, Suite 700, Bellevue, WA, 98004
Get directionsHistory
Regulatory History
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 →Other Business Activities
Jeffrey is a Shareholder and CPA at Clark Nuber PS, a CPA firm, since 1989. He provides tax planning and consulting services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Clark Nuber Wealth Management
State Registrations1 state
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.