Jeffrey
Troutner
Equius Partners, Inc
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About this Advisor
Jeffrey Troutner is a financial advisor operating in Novato, California with a total of 23 years of industry experience. Troutner currently works for Equius Partners, Inc. Over the course of their career, Troutner has held roles at Equius Partners, Inc, Wealth Enhancement Advisory Services and Wealth Enhancement Group. Troutner maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Florida, Indiana and Texas. Equius Partners, Inc is a company operating out of Novato, CA. It has $1 billion in assets between its 1,137 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 1,137 customer accounts, 40% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Equius Partners, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually are based on which service is offered. However, fees charged by Equius Partners, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equius Partners, Inc Brokerage Details
$1,009,656,532
14
1,137
$888,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jeffrey Troutner Work History
Jeffrey has been registered as a financial advisor for 23 years.*
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Equius Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Troutner 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 Equius Partners, Inc
Novato, CA
Novato, CA
Novato, CA
Novato, CA
Novato, CA
Novato, CA
Novato, CA
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