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Jeffrey Stephen Wund

Principal And Chief Compliance OfficerPoint B Planning, LLCCRD 3265536

About Jeffrey Stephen Wund

Jeffrey Stephen Wund is listed as Principal And Chief Compliance Officer at Point B Planning, LLC in Katonah, NY. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Point B Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Stephen Wund work?

Jeffrey Stephen Wund is listed as Principal And Chief Compliance Officer at Point B Planning, LLC on SEC Form ADV.

How much of Point B Planning, LLC does Jeffrey Stephen Wund own?

Form ADV reports a beneficial ownership band of 25-50%.

Point B Planning, LLC

TitlePrincipal And Chief Compliance Officer
Ownership25-50%
Control personYes
Since2018
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