Jeffrey
Skogsbergh

Western International Securities, Inc

CRD#1089323
Investment Advisor
in Sierra Madre, CA

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About this Advisor

Jeffrey Skogsbergh is a financial advisor based in Sierra Madre, California, working with Western International Securities, Inc. Jeffrey has previously held positions at Financial West Group, Skogsbergh Capital Management, Finra, and Western International Securities, Inc. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Jeffrey is part of Western International Securities, Inc, which operates out of Sierra Madre, California. The firm has 87 offices and 461 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western International Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Sierra Madre, CA

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Western International Securities, Inc Brokerage Details

Total Assets Under Management

$3,687,422,987

CA Average: $7,578,581,321
Total Number of Employees

461

CA Average: 43
Total Number of Accounts

12,197

CA Average: 3,727
Average Account Size

$302,322

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeffrey Skogsbergh Work History

2017 - Present (8 years)

Western International Securities, Inc

2011 - Present (14 years)

Skogsbergh Capital Management

1990 - Present (35 years)

Finra

1995 - 2017 (22 years)

Financial West Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeffrey Skogsbergh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Western International Securities

Patrick Mcgrath
Uniondale, NY
Risa Scott-Smith
Santa Rosa, CA
Isela Ortega-Wu
Pasadena, CA
Dylan Johnson
Newport Beach, CA
Gilbert Good
Westlake Village, CA
Kimberley Last
Grand Junction, CO
Albert Pette
Pasadena, CA
Robert Powell
Pasadena, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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