Jeffrey
Eisfelder
First Foundation Advisors
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About this Advisor
Jeffrey Eisfelder is a financial advisor based in Jonesborough, Tennessee, working with First Foundation Advisors. Jeffrey has previously held positions at City National Bank and First Foundation Advisors. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Tennessee. Currently, Jeffrey is part of First Foundation Advisors, which operates out of Jonesborough, Tennessee. The firm has 10 offices and 67 employees. The firm manages assets totaling $5.2 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 investment companies, and selection of other advisers. The fee structure at First Foundation Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Foundation Advisors Brokerage Details
$5,249,948,140
67
4,065
$1,291,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
Jeffrey Eisfelder Work History
First Foundation Advisors
City National Bank
Disclosures
Please visit the SEC profile of Jeffrey Eisfelder 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 First Foundation Advisors
Irvine, CA
Irvine, CA
Irvine, CA
Los Angeles, CA
Irvine, CA
Irvine, CA
Los Angeles, CA
Irvine, 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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