Clifford Joseph Jurdi

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2007 → Present
  Pfe Advisors, Inc.
  Southborough, MA

Previous Registrations

• 2008-02-15 → 2009-12-23
  Pfe Advisors, Inc.
  Southborough, MA
• 2007-10-19 → 2008-02-12
  Pfe Advisors, Inc.
  Southborough, MA

Other Businesses

1. Fixed insurance sales, 2% of time spent during business hours, at branch location, investment related. 2. Presenter, Goldman Sachs, conducts retirement planning seminars for a fixed fee, 5% of time spent during business hours, not at branch location, investment related. 3. Finra, member of board of arbitrators as assigned, 0% of time spent during business hours, not at branch location, investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-29
• S63 Uniform Securities Agent State Law Examination
  1997-05-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant