Jeanette
Stofleth
Chelsea Advisory Services, Inc
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About this Advisor
Jeanette Stofleth is a financial advisor based in Kirkland, Washington, working with Chelsea Advisory Services, Inc. Jeanette has previously held positions at Key Investment Services, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Columbia. Jeanette has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Jeanette is part of Chelsea Advisory Services, Inc, which operates out of Kirkland, Washington. The firm has 18 offices and 19 employees. The firm manages assets totaling $101.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Chelsea Advisory Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chelsea Advisory Services, Inc Brokerage Details
$101,001,903
19
444
$227,482
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeanette Stofleth Work History
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Columbia
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Key Investment Services
Disclosures
Please visit the SEC profile of Jeanette Stofleth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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