Jeffrey
King
Twelve Points Wealth Management
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About this Advisor
Jeffrey King is a financial advisor working in Concord, Massachusetts with 2 years of relevant experience. King currently works for Twelve Points Wealth Management. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, The Prudential Insurance Company Of America, Pruco Securities, LLC, Ameriprise Financial Services, Citizens Securities, Inc, Citizens Securities Inc and Twelve Points Wealth Management. King maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Twelve Points Wealth Management is a registered investment company operating out of Concord, MA. The investment advisory business has a total of 17 financial advisors. It oversees $834 million in assets between its 1,140 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 1,140 accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules largely vary depending on which services are offered. However, fees billed by Twelve Points Wealth Management can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Twelve Points Wealth Management Brokerage Details
$833,663,895
17
1,140
$731,284
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey King Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Twelve Points Wealth Management
Twelve Points Wealth Management
Citizens Securities, Inc
Citizens Securities Inc
The Prudential Insurance Company Of America
Pruco Securities, LLC
Ameriprise Financial Services
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets 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 King 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 Twelve Points Wealth Management
Concord, MA
Concord, MA
Concord, MA
Concord, MA
Concord, MA
Concord, MA
Concord, MA
Concord, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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