Jeffrey Kenneth Paine

Employer firm

Alaska Wealth Management CRD 323296

$23.0M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2006 → 11/2021
  Charles Schwab & Co, Inc.
  Anchorage, AK
• 07/2008 → 11/2021
  Charles Schwab Bank Ssb
  Anchorage, AK
• 09/2022 → Present
  Alaska Wealth Management
  Anchorage, AK
• 12/2021 → 08/2022
  Unemployed
  Anchorage, AK

Previous Registrations

• 2010-11-04 → 2021-12-15
  Charles Schwab & Co., Inc.
  Denver, CO
  Anchorage, AK
  Englewood, CO
  Englewood, CO

Other Businesses

1. SELF/LANDLORD, DENVER, COLORADO, 07/15/2008, LANDLORD FOR PROPERTY IN DENVER, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. 2. MUSIC ON iTUNES/PART TIME SUPER HEROES | NOT INVESTMENT-RELATED | ANCHORAGE, AK 99516 | PERFORMING/FINE ARTS | GUITARIST | 11/01/2018 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | PLAY GUITAR AND AN ALBUM WILL BE RELEASED ON iTUNES 3. Mr. Paine is a licensed insurance agent and spends 15 hours per week to this work, 0 hours during securities trading hours. Mr. Paine is self-employed in this position. ANCHORAGE, AK 99516. October 15th, 2023.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-02
• S63 Uniform Securities Agent State Law Examination
  2006-10-27

Designations

• Certified Financial Planner

Other Names

• Jeffrey Kenneth Paine
• Jeffrey K Stede