Jeffrey Evan Braverman
Investment adviser representative at Whitney & Company
30 yearsExperience
1 stateRegistered in
$1.5BFirm assets
24 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Whitney and CompanyOct 2025 to now
- Steven Charles CapitalJun 1996 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Whitney & Company
Legal name: W.g.shaheen & Associates,ltd.
$1.5BAssets managed
739Clients
9Advisers
24 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
- 5785012
- Firm CRD
- 117307