Jeffrey
Cathersal

Alexander Capital Wealth Management LLC

CRD#4522759
Investment Advisor
in Tacoma, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Cathersal is a financial advisor based in Tacoma, Washington, working with Alexander Capital Wealth Management LLC. Jeffrey has previously held positions at Securities America, Inc, Securities America Advisors, Inc, Arbor Point Advisors, Alexander Capital, L.P, Alexander Capital Wealth Management LLC, Penny Lane Wealth Management, LLC, and Cathersal Investments. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Jeffrey is part of Alexander Capital Wealth Management LLC, which operates out of Tacoma, Washington. The firm has 16 offices and 26 employees. The firm manages assets totaling $120.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Alexander Capital Wealth Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Tacoma, WA

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Alexander Capital Wealth Management LLC Brokerage Details

Total Assets Under Management

$120,789,910

WA Average: $10,121,009,343
Total Number of Employees

26

WA Average: 92
Total Number of Accounts

531

WA Average: 6,978
Average Account Size

$227,476

WA Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jeffrey Cathersal Work History

2022 - Present (3 years)

Alexander Capital, L.P

2022 - Present (3 years)

Alexander Capital Wealth Management LLC

2022 - Present (3 years)

Penny Lane Wealth Management, LLC

2007 - Present (18 years)

Cathersal Investments

2020 - 2022 (2 years)

Securities America, Inc

2020 - 2022 (2 years)

Securities America Advisors, Inc

2020 - 2022 (2 years)

Arbor Point Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeffrey Cathersal 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 Alexander Capital Wealth Management LLC

Scotty George
Red Bank, NJ
Jesus Quezada
Alhambra, CA
Steven Bencivenga
Red Bank, NJ
Wesley Heinrichs
Atlanta, GA
Paul Messina
Red Bank, NJ
James Boyle
Red Bank, NJ
Joseph Amato
Red Bank, NJ
James Mayes
Azusa, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started