Jeffrey
Albers
Alera Investment Advisors, LLC
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About this Advisor
Jeffrey Albers is a certified financial planner based out of Tacoma, Washington with a total of 5 years of relevant experience. Albers works at Alera Investment Advisors, LLC. Over the course of their career, Albers has held roles at Albers & Company, Inc, Kms Financial Servisces, Inc, Wilson & Albers Company, LLC, Alera Investment Advisors, LLC and Triad Advisors. Albers holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Alera Investment Advisors, LLC is a registered investment company operating out of Deerfield, IL. It has offices in 10 locations and a total of 62 financial advisors. It has $1 billion in assets under management between its 3,177 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 3,177 customer accounts, 15% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services are offered. Fee types charged by Alera Investment Advisors, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alera Investment Advisors, LLC Brokerage Details
$1,155,663,428
62
3,177
$363,759
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
- Educational seminars/workshops
Jeffrey Albers Work History
Jeffrey has been registered as a financial advisor for 5 years.*
Alera Investment Advisors, LLC
Triad Advisors
Wilson & Albers Company, LLC
Kms Financial Servisces, Inc
Albers & Company, 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 Albers 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 Alera Investment Advisors, LLC
Tacoma, WA
Anchorage, AK
Deerfield, IL
Deerfield, IL
Downers Grove, IL
Deerfield, IL
Englewood, CO
Deerfield, IL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
