JF
JF

Jeffrey Feinglas

16 Years of Experience
Seattle, WA
Broker

Jeffrey Feinglas is a registered investment advisor at Kelp Capital LLC, based in Seattle, WA, with 16 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 1 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only

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

140 Lakeside Avenue, Suite 100, Seattle, WA, 98122

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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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Other Business Activities

Jeffrey is the principal of Capital Strategies Advisors, LLC, a consulting business, and a consultant for Banyan, LLC, which provides consulting services to hedge funds. He also serves as COO for Kelp Capital, LLC, an investment advisory firm, and managing member for several LLCs related to orchards, dedicating about 10-20% of his time to Kelp Capital and a few hours per week to the orchard-related LLCs.

Employment History
Current Registrations
Kelp Capital LLC
February 2016 - Present · 10 yrs 3 mos
Reef Resources, LLCBroker
March 2010 - Present · 16 yrs 2 mos
State Registrations8 states
CACTFLILNJNYTXWA
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.
Jeffrey Feinglas - Financial Advisor | TrueAdvisor