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Jeffry Stephen Cole

Managing MemberTeam Financial Group, LLCCRD 2437637

About Jeffry Stephen Cole

Jeffry Stephen Cole is listed as Managing Member at Team Financial Group, LLC in Temecula, CA. Form ADV reports a beneficial ownership band of 50-75%. Jeffry Stephen Cole is associated with 2 registered advisers.

Reported ownership

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

Frequently asked questions

Where does Jeffry Stephen Cole work?

Jeffry Stephen Cole is listed as Managing Member at Team Financial Group, LLC on SEC Form ADV.

How much of Team Financial Group, LLC does Jeffry Stephen Cole own?

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

Team Financial Group, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2013
View Team Financial Group, LLC →

Team Financial Group, LLC

TitleChief Compliance Officer
Ownership50-75%
Control personYes
Since2024
View Team Financial Group, LLC →