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Jeffrey Allan Clark

Investment Adviser Representative at PINE GROVE FINANCIAL GROUP

WOODBURY, MNCRD #5858137Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Minnesota
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/22/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 8/2/2011
SIE
Securities Industry Essentials Examination
Passed 2/27/2018
Series 7
General Securities Representative Examination
Passed 11/12/2012
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/3/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

PINE GROVE FINANCIAL GROUP Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AMERIPRISE FINANCIAL SERVICES, INC.
9/10/201210/30/2013ARDEN HILLS, MN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
5/4/20119/12/2012LAKE ELMO, MN
FIDELITY BROKERAGE SERVICES LLC
11/18/20132/27/2018OAKDALE, MN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Allan Clark has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeffrey Allan Clark - Financial Advisor in WOODBURY, MN | AdvisorFinder