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Jeffrey Paul Wrabel

Ethos Financial Group, LLC

King Of Prussia, PA

CRD 2554889

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Employer firm

Ethos Financial Group, LLC CRD 321748

$2.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Ethos Financial Group, Llc

2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-10-04
  • PA RA
    APPROVED
    Since 2022-10-04

Branch Locations

2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • 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
Tegler Mchenry Associates West Chester PA 01/2008 Present
Almanack Investment Partners Conshohocken PA 09/2016 08/2022
Ethos Financial Group, Llc King Of Prussia PA 08/2022 Present
Previous Registrations
Other Businesses

KNIGHTS OF COLUMBUS~145 PEACH STREET, HARRISBURG, PA 17110~CHARITABLE ORGANIZATION~N~TREASURER~6/2012~2 hrs/mo~0 trading hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-07
S63 Uniform Securities Agent State Law Examination 2004-12-30
  • S65 Uniform Investment Adviser Law Examination
    2015-10-07
  • S63 Uniform Securities Agent State Law Examination
    2004-12-30

View on SEC IAPD

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