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Jeffrey Alton Brainard

Investment adviser representative at Noble Wealth Partners
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$118.5MFirm 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 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

11 years in the industry.

  1. Noble Wealth Partners LLCJun 2018 to now
  2. Columbine Wealth Planning, LLCJun 2017 to Dec 2018
  3. Unemployed/searching for EmploymentDec 2016 to Jun 2017
  4. New York LifeAug 2015 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

Noble Wealth Partners

Legal name: Noble Wealth Partners, LLC

$118.5MAssets managed
134Clients
3Advisers
Under 1 yearIn 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
4355671
Firm CRD
298396
Advisor's SEC record (opens in a new tab)
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