Jerold
Tweddell
Tweddell Goldberg Investment Management
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About this Advisor
Jerold Tweddell is a financial advisor based in Sonora, California, working with Tweddell Goldberg Investment Management. Jerold has previously held a position at Tweddell Goldberg LLC. Jerold has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Jerold is part of Tweddell Goldberg Investment Management, which operates out of Sonora, California. The firm has 2 offices and 4 employees. The firm manages assets totaling $121.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Tweddell Goldberg Investment Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tweddell Goldberg Investment Management Brokerage Details
$121,320,324
4
321
$377,945
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jerold Tweddell Work History
Tweddell Goldberg LLC
Disclosures
Please visit the SEC profile of Jerold Tweddell 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 Tweddell Goldberg Investment Management
Sonora, CA
Sonora, CA
Sonora, CA
Sonora, CA
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