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Chief Compliance Officer, Chief Financial Officer, Chief Technology Officer, Principal, Director, Portfolio Manager · Tower Bridge Advisors

Jeffrey (. Kachel

CRD 4866924 · Named on Form ADV at one SEC-registered adviser

At a glance

Tower Bridge Advisors, an SEC-registered wealth manager based in West Conshohocken, PA with $1.5 billion in regulatory assets, lists Jeffrey (. Kachel on its Form ADV as Chief Compliance Officer, Chief Financial Officer, Chief Technology Officer, Principal, Director, Portfolio Manager, a control person.

Firms and roles

  • Tower Bridge AdvisorsChief Compliance Officer, Chief Financial Officer, Chief Technology Officer, Principal, Director, Portfolio ManagerWealth manager · West Conshohocken, PA · $1.5B in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James M. MeyerChairman of the Board, Director, Principal, Senior Portfolio Manager, Tower Bridge Advisors
  • Nicholas R. FilippoChief Marketing Officer, Senior Relationship Manager, Director, Principal, Senior Portfolio Manager, Tower Bridge Advisors
  • Christopher E. GildeaChief Executive Officer, Secretary, Director, Principal, Senior Portfolio Manager, Tower Bridge Advisors
  • Christopher M. CrooksChief Investment Officer, Director, Principal, Senior Portfolio Manager, Tower Bridge Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.