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JF
JF
Jeffrey Scott Friedstein
The Caprock Group, LLC
30 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
High Net Worth
Business Owners
The Caprock Group, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
44 advisors
Number of Clients
408 clients
Average Client Portfolio
$24.9M average
Assets Under Management
$10.1B
Fee Structure
Investment Management
Planning
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Location
800 West Main Street, Suite 1150, Boise, ID, 83702
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
November 2010
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
The Caprock Group, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Grey Street Capital, LLC
October 2018 - April 2024 · 5 yrs 6 mos
Goldman Sachs & CO. LLC
Broker
January 1998 - May 2017 · 19 yrs 4 mos
Morgan Stanley & CO., Incorporated
Broker
April 1994 - December 1997 · 3 yrs 8 mos
State Registrations
1 state
IL
Advisor
Exams
No exam information available for this advisor.