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Jeffrey P. Harley

Fiduciary Financial Advisors

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About Jeffrey P. Harley

Jeffrey P. Harley is a financial advisor with Fiduciary Financial Advisors. Jeffrey is registered as an Investment Advisor Representative in California. Jeffrey has been in the financial industry since 2014. Jeffrey's area of specialization includes investment management, financial planning and education. Jeffrey is also a consultant for other businesses and has experience with the technology and operations of financial services.

Firm Information

Jeffrey Harley is currently registered with Fiduciary Financial Advisors. Fiduciary Financial Advisors is an investment advisor registered with the SEC based in GRAND RAPIDS, MI. The firm manages approximately $555,420,848 in assets for 1,294 clients, including individuals, corporations, charitable organizations, and pension plans. The firm specializes in financial planning and portfolio management for individuals and businesses. They offer a wrap fee program and provide corporate employee education services.
Fiduciary Financial Advisors

124 FULTON ST. EAST

GRAND RAPIDS, MI 49503

$555.42M

Assets Under Management

Not reported

Total Clients

31

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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corporate employee education services

Corporate employee education services

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 Harley’s Registration & Firm History

CA

01/01/2025 - Present

Fiduciary Financial Advisors (Ventura CA)

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Licenses & Designations

IA

Issued 01/18/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey P. Harley.
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