Jeffrey Brecht (CRD# 6080178) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Woodland Hills, CA and has over 11 years of experience in the finance industry. Jeffrey Brecht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pure Financial Advisors, LLC | San Diego, CA | Jun 2021 - Current | 2 |
| Principal Life Insurance Company | Costa Mesa, CA | Feb 2017 - Jun 2021 | 4 |
| Principal Securities, Inc. | Costa Mesa, CA | Feb 2017 - Jun 2021 | 4 |
| M Holdings Securities, Inc. | Portland, OR | Dec 2016 - Feb 2017 | < 1 |
| Mullintbg | El Segundo, CA | Dec 2016 - Feb 2017 | < 1 |
| Unemployed | Santa Monica, CA | Sep 2016 - Nov 2016 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2016 - Sep 2016 | < 1 |
| Edward Moyzes | Los Angeles, CA | May 2016 - Sep 2016 | < 1 |
| Northwestern Mutual Investment Services LLC | Los Angeles, CA | May 2016 - Sep 2016 | < 1 |
| Unemployed | Santa Monica, CA | Apr 2016 - May 2016 | < 1 |
| Merrill Lynch | Santa Monica, CA | Feb 2015 - Apr 2016 | 1 |
| Bank Of America N A | Santa Monica, CA | Mar 2012 - Apr 2016 | 4 |
| Unemployed | Santa Monica, CA | Dec 2014 - Feb 2015 | < 1 |
| Morgan Stanley | Beverly Hills, CA | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- CA
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Total Assets Under Management6,293MILLIONS
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Total Number of Accounts17,762ACCOUNTS
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Average Account Value$354,285
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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