Unclaimed
Jeffrey Todd Eckerle is an investment advisor representative with Kennedy Capital Management. Jeffrey has been in the industry since May 2004 and has passed the Uniform Investment Adviser Law Examination. Jeffrey has a Series 65 license and is registered to provide investment advice in Missouri and Texas. Jeffrey specializes in portfolio management for individuals, investment companies, pooled investment vehicles, 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.
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.
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
MO
06/28/2016 - Present
Kennedy Capital Management (St. Louis MO)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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