JA
Jeffrey Alan Schaefer
CRD 1233525
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Schaefer Financial Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Schaefer Financial Management, Inc.
President, Chairman, Sole Shareholder · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗