JW
CFA
JW
CFA

Jeffrey Withrow

16 Years of Experience
Scottsdale, AZ
Broker

Jeffrey Withrow is a CFA-designated registered investment advisor, based in Scottsdale, AZ, with 16 years of industry experience.

Location

Scottsdale, AZ

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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 a partner in JW2 Capital, LLC, which owns a short-term rental property in Scottsdale, AZ. He spends minimal time overseeing the property with his wife, as day-to-day operations and bookings are managed by a property manager.

Employment History
Current Registrations
Cnr Securities, LLCBroker
November 2012 - Present · 13 yrs 8 mos
RBC Rochdale, LLC
November 2012 - Present · 13 yrs 8 mos
Cnr Securities, LLC
November 2012 - Present · 13 yrs 8 mos
Previous Registrations
Curian Capital, LLC
May 2010 - September 2012 · 2 yrs 4 mos
Curian Clearing, LLCBroker
January 2010 - September 2012 · 2 yrs 8 mos
Jackson National Life Distributors LLCBroker
August 2009 - December 2009 · 4 mos
State Registrations38 states
AKALARAZCACOFLGAHIIDILINKSLAMAMDMEMNMOMSMTNCNDNHNMNVNYOHPASCTNTXUTVAVTWAWIWY
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 Withrow - Financial Advisor | TrueAdvisor