JB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
224 clients
Average Client Portfolio
$222K average
Assets Under Management
$49.8M
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Advisor Information
Office location
7621 E. Gray Rd. Suite C., Scottsdale, AZ, 85260
Get directionsRegulatory History (3)
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Customer Dispute
August 2008Denied
Customer Dispute
December 2006Denied
Customer Dispute
January 2003Denied
Other Business ActivitiesSells Insurance
Jeffrey is the President of Bedrock Financial Services (BFS) since 2010, dedicating about half of his time to this outside business activity. BFS is an investment-related business tied to the fixed/indexed annuity sales of Jeffrey and other agents he supervises.
Employment History
Current Registrations
Bedrock Investment Advisors
November 2014 - Present · 11 yrs 2 mos
Previous Registrations
Bedrock Investment Advisors
November 2014 - December 2024 · 10 yrs 1 mo
Bfc Planning, INC.
October 2013 - November 2014 · 1 yr 1 mo
Berthel Fisher & Company Financial Services, INC.
March 2010 - November 2014 · 4 yrs 8 mos
Wells Fargo Advisors, LLC
March 2008 - February 2010 · 1 yr 11 mos
Banc of America Investment Services, INC.
January 2005 - March 2008 · 3 yrs 2 mos
State Registrations3 states
AZTXWA
Advisor
Exams
No exam information available for this advisor.