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Jeffrey Alan Schaefer

Schaefer Financial Management, Inc.

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About Jeffrey Alan Schaefer

Jeffrey Schaefer has been in the industry for over 35 years, with extensive experience in providing financial planning and portfolio management services to individuals and high-net-worth individuals. He has been registered with Schaefer Financial Management, Inc. since 2001 and holds the Certified Financial Planner designation. Prior to that, Jeffrey held positions at other firms including John G. Kinnard and Company, Incorporated, B. J. Leonard and Company, Inc., NWNL Management Corporation, and W. S. Griffith & Co., Inc. Jeffrey is currently registered as an Investment Advisor Representative in Arizona, California, Colorado, New Hampshire and Texas.

Firm Information

Jeffrey Schaefer is currently registered with Schaefer Financial Management, Inc.. Schaefer Financial Management, Inc. is an investment advisor registered with the SEC and located in Centennial, CO. They provide financial planning and portfolio management services to individuals, primarily high-net-worth individuals. The firm manages approximately $888.3 million in assets for 1,748 clients. They do not have a wrap fee program.
Schaefer Financial Management, Inc.

7700 EAST ARAPAHOE ROAD

CENTENNIAL, CO 80112-6108

$888.30M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Schaefer’s Registration & Firm History

CO

05/04/2023 - Present

Schaefer Financial Management, Inc. (ENGLEWOOD CO)

MN

09/26/1988 - 08/07/1995

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

NA

08/10/1987 - 09/28/1988

B. J. LEONARD AND COMPANY, INC.

NA

01/26/1984 - 09/28/1988

B. J. LEONARD AND COMPANY, INC.

NA

02/06/1987 - 08/19/1987

NWNL MANAGEMENT CORPORATION

NA

08/22/1985 - 11/18/1986

W. S. GRIFFITH & CO., INC.

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Licenses & Designations

BC

Issued 02/28/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Alan Schaefer.
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