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Paul Jay Reiferson

Whitwell & CO, LLC

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About Paul Jay Reiferson

Paul Reiferson is an investment advisor representative with Whitwell & Co, LLC. Paul is registered with the state of Florida and has been in the industry since 1996. Paul has passed the Series 7, 63 and 65 exams and has experience working with individuals, high-net-worth individuals, corporations and pension plans. Paul's firm provides financial planning, pension consulting, educational seminars and portfolio management for individuals.

Firm Information

Paul Reiferson is currently registered with Whitwell & CO, LLC. Whitwell & CO, LLC is an investment advisory firm that provides financial planning, portfolio management for individuals, and pension consulting services. They have a team of 3 investment advisor representatives and 1 licensed agent, and manage approximately $55 million in assets for 184 clients. Their client base includes high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and corporations or other businesses.

$55.36M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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percentage of assets

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

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Paul Reiferson’s Registration & Firm History

FL

01/13/2025 - Present

Whitwell & CO, LLC (Miami FL)

MD

11/21/1996 - 01/12/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 09/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Jay Reiferson.
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