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Jeffrey Kenneth Paine

Alaska Wealth Management

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About Jeffrey Kenneth Paine

Jeffrey Paine is an investment advisor representative with Alaska Wealth Management. Jeffrey has been in the securities industry since 2006. Jeffrey Paine is licensed in Alaska. Jeffrey Paine is a Certified Financial Planner. Alaska Wealth Management is a registered investment adviser with the state of Alaska. Alaska Wealth Management provides financial planning and portfolio management services to individuals. Alaska Wealth Management manages approximately $690,000 in assets for 5 clients.

Firm Information

Jeffrey Paine is currently registered with Alaska Wealth Management. Alaska Wealth Management is a registered investment advisor with 1 licensed agent, 1 investment advisor representative, and 1 investment advisory function. They manage approximately $690,000 in assets for 5 clients, primarily individuals other than high net worth individuals. They offer financial planning and portfolio management services for individuals.

$690,000

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Paine’s Registration & Firm History

AK

02/23/2023 - Present

Alaska Wealth Management (ANCHORAGE AK)

AK

10/25/2006 - 12/15/2021

CHARLES SCHWAB & CO., INC. (Anchorage AK)

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Licenses & Designations

BOTH

Issued 11/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeffrey Kenneth Paine. Review regulatory record here.
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