Jeffrey Allan Clark

Employer firm

Pine Grove Financial Group CRD 308193

$1.49B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2013 → 02/2018
  Fidelity Brokerage Services Llc
  Oakdale, MN
• 02/2018 → Present
  Advisornet Wealth Management Dba Pine Grove Financial Group
  Minneapolis, MN
• 03/2020 → Present
  Pine Grove Financial Group
  Woodbury, MN

Previous Registrations

• 2018-02-23 → 2020-07-24
  Advisornet Wealth Partners
  Woodbury, MN
  Minnetonka, MN
• 2014-01-22 → 2018-03-04
  Strategic Advisers Llc
  Oakdale, MN

Other Businesses

Jeffrey Clark; Not investment-related; Private residence in Woodbury, MN; Publishing; Author & Promotor of "Nobody Knows How to Retire: Finding Financial Security Beyond Retirement"; 06/01/2026; 0 hours per month; 0 hours during trading; retail sales of book on Amazon.com

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-22
• S63 Uniform Securities Agent State Law Examination
  2011-08-02

Designations

• Certified Financial Planner