Jeffrey Lee Hertel
Investment adviser representative at North Point Portfolio Managers Corporation
10 yearsExperience
1 stateRegistered in
CFADesignation
$773.3MFirm assets
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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
Experience
10 years in the industry.
- North Point Portfolio Managers CorporationJul 2025 to now
- Rms Investment GroupApr 2019 to Jun 2025
- Clearstead AdvisorsDec 2016 to Mar 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
North Point Portfolio Managers Corporation
$773.3MAssets managed
276Clients
6Advisers
27 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
- 8232499
- Firm CRD
- 111257