Jeffrey R Canfield

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-09
TX	RA	APPROVED_RES	2021-05-05
NJ	RA	APPROVED	2021-04-20

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Summit	NJ	08/2015	11/2016
Wells Fargo Clearing Services, Llc	Summit	NJ	11/2016	05/2019
Citi Group	New York	NY	05/2019	04/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	West Nyack	NY	04/2021	Present
Bank Of America, N.A.	West Nyack	NY	06/2021	Present

08/2015 → 11/2016

Wells Fargo Advisors, Llc

Summit, NJ
11/2016 → 05/2019

Wells Fargo Clearing Services, Llc

Summit, NJ
05/2019 → 04/2021

Citi Group

New York, NY
04/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Nyack, NY
06/2021 → Present

Bank Of America, N.A.

West Nyack, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-09-16

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