Jeffrey T Richter
Investment adviser representative at Ares Financial Consulting LLC
9 yearsExperience
3 statesRegistered in
$243.9MFirm assets
5 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
Experience
9 years in the industry.
- Ares Financial Consulting LLCMar 2016 to now
- Pacific Coast Fiduciary, LLCMar 2024 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Ares Financial Consulting LLC
$243.9MAssets managed
289Clients
4Advisers
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
- 5156185
- Firm CRD
- 282852