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Jeffrey Neal Schear

Investment adviser representative at Schear Investment Advisers, LLC
18 yearsExperience
1 stateRegistered in
$268.8MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Schear Investment Advisers, LLCNov 2025 to now
  2. Getty ImagesNov 2010 to now
  3. Jeff Schear VisualsSep 2008 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (IL).

Schear Investment Advisers, LLC

$268.8MAssets managed
92Clients
1Advisers
4 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
8189294
Firm CRD
146401
Advisor's SEC record (opens in a new tab)
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