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Jeffrey Charles Hall

Avalan, LLC

Santa Barbara, CA

CRD 6940918

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Employer firm

Avalan, LLC CRD 156109

$622M 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:

Current Employers
Avalan, Llc

233 E Carillo Suite B, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-05-07
  • CA RA
    APPROVED
    Since 2018-05-07

Branch Locations

233 E Carillo Suite B, Santa Barbara, CA 93101 • 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
Green Hills Software, Inc. Santa Barbara CA 06/1998 Present
  • 06/1998 → Present
    Green Hills Software, Inc.
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-07
  • S65 Uniform Investment Adviser Law Examination
    2018-05-07
Other Names
  • Jeffrey Hall

View on SEC IAPD

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