Jeffrey James Rainer
Investment adviser representative at Lifeworks Advisors, LLC
23 yearsExperience
1 stateRegistered in
ChFC®Designation
$966.7MFirm 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Lifeworks Advisors, LLCAug 2024 to now
- Avaii Wealth Management, LLCSep 2018 to Aug 2024
- Private Client ServicesSep 2018 to Dec 2018
- Northwestern Mutual Wealth Management CompanyJul 2018 to Sep 2018
- Northwestern Mutual Investment Services, LLCMar 2003 to Sep 2018
- Northwestern Mutual Life Insurance CompanyFeb 2003 to Aug 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CO).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 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
- 3168972
- Firm CRD
- 288255