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Jeffrey N. Eisfelder

Investment adviser representative at Sfe Investment Counsel Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$748.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Sfe Investment Counsel Inc.Feb 2025 to now
  2. First Foundation AdvisorsNov 2015 to Feb 2025

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (CA).

Sfe Investment Counsel Inc.

$748.4MAssets managed
894Clients
11Advisers
18 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
2860100
Firm CRD
145530
Advisor's SEC record (opens in a new tab)
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