Jeffrey Allen Falke
Investment adviser representative at Kingswood Wealth Advisors, LLC
18 yearsExperience
1 stateRegistered in
$3.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Kingswood Wealth Advisors, LLCOct 2025 to now
- Kingswood Capital PartnersOct 2025 to now
- Wealthcare Advisory Partners, LLCNov 2020 to Sep 2025
- LPL Financial, LLCFeb 2018 to Sep 2025
- Fortis Group Advisors, LLCFeb 2018 to Nov 2020
- Invest Financial CorporationSep 2008 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (GA).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2659800
- Firm CRD
- 288792