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
| Title | Chief Compliance Officer/Principal |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |