Jeffrey Cave (CRD# 2875494) is an Investment Advisor Representative working at Eventide Asset Management, LLC in Doylestown, PA and has over 24 years of experience in the finance industry.
CRD# 2060842
Addis & Hill, Incorporated
CRD# 2232297
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3017990
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Doylestown, PA | Nov 2021 - Current | 2 |
| Eventide Asset Management, LLC | Doylestown, PA | Dec 2015 - Current | 8 |
| Northern Lights Distributors, LLC | Elkhorn, NE | Apr 2016 - Oct 2021 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hopewell, NJ | Jan 1996 - Nov 2015 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- PA
-
Total Assets Under Management6,984MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$388,025,082
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
AK, CO, LA, MA, NC, NE, NH, PA, TX
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