Jeffrey K Peng
Investment adviser representative at 1919 Investment Counsel, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$26BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- 1919 Investment Counsel, LLCJul 2007 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
1919 Investment Counsel, LLC
$26BAssets managed
5,169Clients
30Advisers
21 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
- 3229788
- Firm CRD
- 133370