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Jeffrey Charles Abell

Bailard, Inc.

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About Jeffrey Charles Abell

Jeffrey Abell is an Investment Advisor Representative at Bailard, Inc. located in Foster City, CA. Jeffrey has been in the financial services industry since 2014 and previously worked at Rockefeller Financial LLC. Jeffrey holds a Series 7TO and Series 66 license. Jeffrey is a specialist in investments, insurance, financial planning, and retirement planning. Bailard, Inc. is a Registered Investment Advisor with a focus on serving high-net-worth individuals, families, foundations, and endowments. Bailard offers a wide range of investment management services, including portfolio management, financial planning, and trust and estate services.

Firm Information

Jeffrey Abell is currently registered with Bailard, Inc.. Bailard, Inc. is an investment advisor headquartered in FOSTER CITY, CA. They offer a variety of services, including financial planning, portfolio management, and publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They have $6,062,652,350 in regulatory assets under management.
Bailard, Inc.

950 TOWER LN

FOSTER CITY, CA 94404-2131

$6.06B

Assets Under Management

Not reported

Total Clients

39

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Abell’s Registration & Firm History

CA

05/31/2023 - Present

Bailard, Inc. (FOSTER CITY CA)

NY

05/26/2021 - 01/20/2023

ROCKEFELLER FINANCIAL LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jeffrey Charles Abell. Review regulatory record here.
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