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Jeannette Marie Jeffers

AWH Financial, LLC

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About Jeannette Marie Jeffers

Jeannette Marie Jeffers is an Investment Advisor Representative at AWH Financial, LLC. Jeannette has been in the financial services industry since July 2009. Jeannette is licensed in Texas and has experience working with individual clients. AWH Financial, LLC is a Registered Investment Advisor with the SEC. They specialize in the selection of other advisors. They are headquartered in Bala Cynwyd, Pennsylvania.

Firm Information

Jeannette Jeffers is currently registered with AWH Financial, LLC. AWH Financial, LLC is an investment advisor headquartered in Bala Cynwyd, PA. The firm has 1 licensed agent, 8 investment adviser representatives, 1 registered representative, and 44 investment advisory functions. AWH Financial, LLC provides selection of other advisers services to 6 individuals other than high-net-worth individuals.
AWH Financial, LLC

ONE BELMONT AVENUE

BALA CYNWYD, PA 19004

Not reported

Assets Under Management

14

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Percentage of fees solicited

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Jeannette Jeffers’s Registration & Firm History

PA

08/21/2024 - Present

AWH Financial, LLC (BALA CYNWYD PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeannette Marie Jeffers.
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