Jeffrey Michael Houghtby
Investment adviser representative at D. M. Brenner, Inc.
10 yearsExperience
1 stateRegistered in
$193.6MFirm assets
6 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
- Pension consulting
Experience
10 years in the industry.
- D. M. Brenner, Inc.Sep 2025 to now
- D.M. Brenner, Inc.Sep 2025 to now
- Cerity Partners LLCApr 2025 to Sep 2025
- West Coast Financial, LLCMar 2022 to Apr 2025
- UnemployedMay 2021 to Mar 2022
- San Francisco GiantsJun 2019 to Apr 2021
- University of San DiegoSep 2015 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
D. M. Brenner, Inc.
$193.6MAssets managed
137Clients
4Advisers
6 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
- 7700361
- Firm CRD
- 134398