Jeffrey Feldman is a registered investment advisor at Truemark Investments, based in Chicago, IL, with 20 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 27 clients with $1.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$1.4B
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Location
433 W. Van Buren, Suite 1100-D, Chicago, IL, 60607
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
Truemark Investments
July 2026 - Present · 3 mos
Rivernorth Capital Management, LLC
June 2026 - Present · 4 mos
Alps Distributors, INC.Broker
October 2024 - Present · 2 yrs
Previous Registrations
Wolverine Trading, LLCBroker
September 2005 - April 2024 · 18 yrs 7 mos
State Registrations1 state
IL
Advisor
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.
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