linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Leroy Shaw

CLG LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Leroy Shaw

Jeffrey Leroy Shaw is a financial advisor in Long Beach, CA. Jeffrey has been a registered representative since 2002 and has been with CLG LLC since 2019. He holds a Series 66 license. Jeffrey specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. He is a member of the Better Lives UK charitable organization. Jeffrey also works as a CPA with the accounting firm Shaw & Blasi LLP.

Firm Information

Jeffrey Shaw is currently registered with CLG LLC. CLG LLC is a registered investment advisor headquartered in Long Beach, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. CLG LLC manages approximately $953 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
CLG LLC

4821 E 2ND STREET

LONG BEACH, CA 90803

$953.82M

Assets Under Management

Not reported

Total Clients

24

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Recurring fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Shaw’s Registration & Firm History

CA

01/29/2019 - Present

CLG LLC (Long Beach CA)

CA

11/22/2002 - 12/31/2022

CETERA ADVISOR NETWORKS LLC (LONG BEACH CA)

Not sure if Jeffrey Leroy Shaw is right for you?

Licenses & Designations

BOTH

Issued 01/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Leroy Shaw.
Not sure if Jeffrey Leroy Shaw is right for you?