Jeffrey Morgan Clark

Current Employers

Redwood Money

San Jose, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED_RES	2025-04-25

CA RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED_RES

Since 2025-04-25

Branch Locations

San Jose, CA • 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

Organization	City	State	From	To
Calvary Church Of Los Gatos	Los Gatos	CA	02/2013	05/2017
Brightplan Llc	Los Gatos	CA	05/2016	09/2021
Etl Property Management	Saratoga	CA	01/2016	07/2022
Redwood Money, Llc	Sunnyvale	CA	10/2021	Present

02/2013 → 05/2017

Calvary Church Of Los Gatos

Los Gatos, CA
05/2016 → 09/2021

Brightplan Llc

Los Gatos, CA
01/2016 → 07/2022

Etl Property Management

Saratoga, CA
10/2021 → Present

Redwood Money, Llc

Sunnyvale, CA

Previous Registrations

2017-05-30 → 2021-09-17

Brightplan Llc

San Jose, CA

Other Businesses

Jeff M. Clark holds real estate investments through ABK Property, LLC that may seasonally take up more than 10% of his time. While typically the real estate investments are passive in nature, acquisitions, management, and dispositions of property may seasonally increase the time invested in this business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-05-30

S65 Uniform Investment Adviser Law Examination

2017-05-30

Designations

View on SEC IAPD