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
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2013 |
Team Financial Group, LLC
| Title | Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2024 |