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Jeffrey Richard Waters

President; Chief Compliance Officer; Chief Investment OfficerOfc Financial Planning, LLCCRD 1581068

About Jeffrey Richard Waters

Jeffrey Richard Waters is listed as President; Chief Compliance Officer; Chief Investment Officer at Ofc Financial Planning, LLC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Ofc Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Richard Waters work?

Jeffrey Richard Waters is listed as President; Chief Compliance Officer; Chief Investment Officer at Ofc Financial Planning, LLC on SEC Form ADV.

How much of Ofc Financial Planning, LLC does Jeffrey Richard Waters own?

Form ADV reports a beneficial ownership band of 50-75%.

Ofc Financial Planning, LLC

TitlePresident; Chief Compliance Officer; Chief Investment Officer
Ownership50-75%
Control personYes
Since2005
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