Jeffrey Christopher Brewer
Investment adviser representative at Modera Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.7BFirm assets
Are you Jeffrey Christopher Brewer? Claim your profile
Contact this firm
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
10 years in the industry.
- Modera Wealth Management, LLCApr 2025 to now
- Choreo, LLCFeb 2024 to Apr 2025
- UnemployedSep 2023 to Feb 2024
- Wealthsource Partners, LLCAug 2021 to Sep 2023
- Wealthsource Partners, LLCMar 2021 to Jul 2021
- Surepath Wealth Management LLCMar 2020 to Mar 2021
- Brewer Marketing Consulting LLCOct 2019 to Mar 2021
- Dimensional Fund Advisors LPSep 2016 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 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
- 5977196
- Firm CRD
- 155649