Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Jewell is an Investment Advisor Representative associated with The Caprock Group, LLC. Jefferson is licensed in Idaho, having passed the Uniform Investment Adviser Law Examination on June 25, 2011. Jefferson has been with the Caprock Group since at least January 2013. Jefferson's current role is Wealth Management & Consulting and specializes in assisting individuals, corporations, and other businesses, as well as pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wealth management & consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
ID
06/27/2011 - Present
THE Caprock Group, LLC (BOISE ID)
IA
Issued 06/25/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jefferson Jewell is the right advisor for you? Invested Better is here to help.
