JN
JN

Jeffry V Niedermeyer

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
1,211 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1880 Century Park East, Ste. 200, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rvw Wealth LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Bridge Advisory LLC
October 2023 - July 2024 · 9 mos
J.P. Morgan Securities LLCBroker
October 2021 - August 2023 · 1 yr 10 mos
J.P. Morgan Securities LLC
October 2021 - August 2023 · 1 yr 10 mos
City National Rochdale
July 2021 - September 2021 · 2 mos
Cnr Securities, LLCBroker
July 2020 - September 2021 · 1 yr 2 mos
Maybank Kim Eng Securities USA INC.Broker
July 2008 - May 2012 · 3 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.