353 N. Clark Street, Chicago, IL, 60654
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey is an ethics officer for the City of Riverside Ethics Commission, a non-investment related activity taking minimal time. He also serves on the endowment committee for West Suburban Temple Har Zion, reviewing short-term fixed income investments for a few hours per week.