Steven Erik Jaksch
Investment adviser representative at Tcfg Investment Advisors, LLC
24 yearsExperience
7 statesRegistered in
$639.4MFirm assets
13 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Tcfg Investment Advisors, LLCDec 2020 to now
- Tcfg Investment Advisor, LLCNov 2020 to now
- Tcfg Wealth Management, LLCMar 2020 to now
- Miracle Mile Advisors, LLCAug 2019 to Oct 2020
- Charles Schwab BankFeb 2005 to Aug 2019
- Charles Schwab & Co., IncJun 2002 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, FL, MN, ND, TX, WA).
Tcfg Investment Advisors, LLC
$639.4MAssets managed
2,334Clients
31Advisers
13 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
- 4405023
- Firm CRD
- 166606