Investment adviser representative · Summit Family Office Services, LLC
Jeffrey B. Kauffman
CRD 2862943 · Woodinville,, WA
At a glance
Jeffrey B. Kauffman is an investment adviser representative with Summit Family Office Services, LLC in Woodinville,, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 1999, about 27 years ago.
Current advisory firm
- Summit Family Office Services, LLCSince December 2024Woodinville,, WA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 7 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.