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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Wiseman is a financial advisor currently affiliated with Cresset Asset Management, LLC. Jeffrey Wiseman has been working in the financial industry since 1993 and has a Series 7, Series 63, and SIE. Jeffrey Wiseman has previously worked at UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey Wiseman holds a license to provide investment advisory services in California. Jeffrey Wiseman's firm provides investment advisory services such as financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/01/2023 - Present
Cresset Asset Management, LLC (Ventura CA)
CA
06/01/2009 - 05/13/2015
MORGAN STANLEY (OXNARD CA)
CA
12/19/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OXNARD CA)
CA
10/04/2004 - 12/26/2008
UBS FINANCIAL SERVICES INC. (OXNARD CA)
NY
06/07/1995 - 10/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/28/1993 - 06/13/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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