Jeffrey Alan Imber

Employer firm

Imber Financial Group, LLC CRD 144846

$106M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2009 → Present
  Imber Financial Group, Llc (144846)
  Ann Arbor, MI
• 03/2004 → Present
  Imber Tax Advisory Group, Llc
  Ann Arbor, MI
• 11/2007 → Present
  Horizons Planning Corp
  Ann Arbor, MI
• 06/2011 → Present
  Capital Asset Advisory Services
  Haslett, MI

Previous Registrations

• 2011-06-10 → 2020-01-02
  Cg Advisory Services
  Ann Arbor, MI
  Williamston, MI
  Ann Arbor, MI
• 2010-10-08 → 2012-03-26
  Horizons Planning Corporation
  Ann Arbor, MI

Other Businesses

The name of the other business: IMBER WEALTH ADVISORS, INC (FORMERLY LEGACY SHAPERS); whether the business is investment-related: No, dba for insurance and RIA; the address of the other business: same ad advisor; the nature of the other business: dba for insurance and RIA services; your position, title, or relationship with the other business: Conduct insurance and advisory services under the dba; the start date of your relationship: 06/2003; the approximate number of hours/month you devote to the other business: all; the number of hours you devote to the other business during securities trading hours: all; and briefly describe your duties relating to the other business: Conduct insurance and advisory services under the dba.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-23

Other Names

• Jeff Imber
• Jeff Alan Imber