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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 Kuest is an investment advisor representative at Counterpoint Capital Advisers, LLC based in Tigard, Oregon. Jeffrey has been in the industry since 1996 and has been with Counterpoint Capital Advisers, LLC since 2009. Jeffrey has experience working at other firms including Pacific Crest Securities LLC, Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Jeffrey has passed the Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, Series 86 and Series 87 exams. Jeffrey is registered as an investment advisor representative in Oregon and Washington. Counterpoint Capital Advisers, LLC specializes in portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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OR
05/10/2018 - Present
Counterpoint Capital Advisers, LLC (TIGARD OR)
OR
04/05/2005 - 08/07/2008
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
NY
02/27/2004 - 04/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/01/1996 - 03/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/18/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/28/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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