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Jeffery Paul Wallem

Partner And Wealth AdvisorWallem Associates, Inc.CRD 2454400

About Jeffery Paul Wallem

Jeffery Paul Wallem is listed as Partner And Wealth Advisor at Wallem Associates, Inc. in Freeport, IL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wallem Associates, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffery Paul Wallem work?

Jeffery Paul Wallem is listed as Partner And Wealth Advisor at Wallem Associates, Inc. on SEC Form ADV.

How much of Wallem Associates, Inc. does Jeffery Paul Wallem own?

Form ADV reports a beneficial ownership band of Under 5%.

Wallem Associates, Inc.

TitlePartner And Wealth Advisor
OwnershipUnder 5%
Control personYes
Since2023