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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 N. Eisfelder is a financial advisor who has been in the industry since 1997. Jeffrey is a Certified Financial Planner and has worked at both City National Securities and First Foundation Advisors. Jeffrey currently works at First Foundation Advisors in Jonesborough, TN. Jeffrey has experience working with a variety of clients, including individuals, corporations, high-net-worth individuals, insurance companies, investment companies, charitable organizations, and banking or thrift institutions. Jeffrey holds licenses in multiple states, including California, Tennessee, and Texas. Jeffrey has a strong record of success in providing financial planning and portfolio management services to clients. Jeffrey has specialized expertise in financial planning, portfolio management, and asset allocation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
TN
01/10/2025 - Present
First Foundation Advisors (JONESBOROUGH TN)
CA
03/22/2011 - 10/30/2015
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
CA
09/24/2010 - 03/22/2011
TVA CAPITAL, LLC (IRVINE CA)
CA
07/31/2000 - 12/08/2008
INVESTMENT SECURITY CORPORATION (BEVERLY HILLS CA)
PA
03/05/1997 - 04/21/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 06/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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