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Jeffrey Lee Hertel

North Point Portfolio Managers Corporation

Orange Village, OH

CRD 8232499

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Employer firm

North Point Portfolio Managers Corporation CRD 111257

$773M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
North Point Portfolio Managers Corporation

100 Park Avenue Suite 200, Orange Village, OH 44122-8201 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-17
  • OH RA
    APPROVED
    Since 2026-03-17

Branch Locations

100 Park Avenue Suite 200, Orange Village, OH 44122-8201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waypoint Intelligence Chagrin Falls OH 03/2014 09/2016
Clearstead Advisors Cleveland OH 12/2016 03/2019
Rms Investment Group Shaker Heights OH 04/2019 06/2025
North Point Portfolio Managers Corporation Orange Village OH 07/2025 Present
  • 03/2014 → 09/2016
    Waypoint Intelligence
    Chagrin Falls, OH
  • 12/2016 → 03/2019
    Clearstead Advisors
    Cleveland, OH
  • 04/2019 → 06/2025
    Rms Investment Group
    Shaker Heights, OH
  • 07/2025 → Present
    North Point Portfolio Managers Corporation
    Orange Village, OH
Designations
  • Chartered Financial Analyst
Other Names
  • Jeff Hertel
  • Jeffrey L Hertel

View on SEC IAPD

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