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Jeffrey Samuel Platt

Chief Compliance Officer/PrincipalPlatt Wealth Management, LLCCRD 2591205

About Jeffrey Samuel Platt

Jeffrey Samuel Platt is listed as Chief Compliance Officer/Principal at Platt Wealth Management, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Platt Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Samuel Platt work?

Jeffrey Samuel Platt is listed as Chief Compliance Officer/Principal at Platt Wealth Management, LLC on SEC Form ADV.

How much of Platt Wealth Management, LLC does Jeffrey Samuel Platt own?

Form ADV reports a beneficial ownership band of Over 75%.

Platt Wealth Management, LLC

TitleChief Compliance Officer/Principal
OwnershipOver 75%
Control personYes
Since2018
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