Jeffrey Stuart King
Investment adviser representative at Twelve Points Wealth Management
10 yearsExperience
2 statesRegistered in
$2.2BFirm assets
9 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 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
- Seminars and workshops
Experience
10 years in the industry.
- Twelve Points Wealth ManagementOct 2021 to now
- Citizens Securities Inc.Sep 2019 to Oct 2021
- Pruco Securities, LLCJun 2018 to Sep 2019
- The Prudential Insurance Company of AmericaJun 2018 to Sep 2019
- Ameriprise Financial ServicesJun 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Twelve Points Wealth Management
Legal name: Twelve Points Wealth Management LLC
$2.2BAssets managed
821Clients
20Advisers
9 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
- 4992248
- Firm CRD
- 171107