JG
JG

Jeffrey Greiber

20 Years of Experience
Milwaukee, WI
Broker

Jeffrey Greiber is a registered investment advisor at Russell Investments, based in Milwaukee, WI, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,276 clients with $62B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$62.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 E. Wisconsin Avenue, Suite 1550, Milwaukee, WI, 53202

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History

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.

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Employment History
Current Registrations
Russell Investments Financial Services, LLC
February 2012 - Present · 14 yrs 3 mos
Russell Investments
February 2012 - Present · 14 yrs 3 mos
Russell Investments Financial Services, LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Wells Fargo Funds Management, LLC
January 2009 - February 2012 · 3 yrs 1 mo
Wells Fargo Funds Distributor, LLCBroker
September 2008 - February 2012 · 3 yrs 5 mos
Vanguard Marketing CorporationBroker
May 2007 - July 2008 · 1 yr 2 mos
American Express Financial Advisors INC.Broker
July 2002 - August 2004 · 2 yrs 1 mo
Ids Life Insurance CompanyBroker
July 2002 - August 2004 · 2 yrs 1 mo
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.