JB
CFP
JB
CFP

Jeffrey Ward Beebe

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

107 Cass Street, Ste D, Traverse City, MI, 49684

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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 ActivitiesSells Insurance

Jeffrey owns Christian Family Financial, offering income tax preparation and financial counseling, dedicating about half of his time to it. He also works as a life insurance agent and insurance sales representative for multiple companies, spending nearly full-time hours on these activities.

Employment History
Current Registrations
G. A. Repple & CompanyBroker
September 2015 - Present · 10 yrs 5 mos
G. A. Repple & Company
September 2015 - Present · 10 yrs 5 mos
State Registrations6 states
AZCAFLINMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.