Jeffrey Eisenberg
Securawealth · Canton, Ohio
Jeffrey Eisenberg is a fee-only financial advisor at Securawealth in Canton, Ohio. Securawealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Securawealth |
|---|---|
| Based in | Canton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $22.3M across 44 accounts |
| SEC registration | Investment adviser representative in NJ, OH · CRD 4170404 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.securawealth.com |
| Profile |
How Jeffrey's firm compares
- Securawealth's average account is about $508,000, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Jeffrey
Is Jeffrey Eisenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Securawealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Securawealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Eisenberg based?
Jeffrey Eisenberg is based in Canton, Ohio.
Is Jeffrey Eisenberg registered with the SEC?
Yes. Jeffrey Eisenberg is registered as an investment adviser representative in NJ and OH (CRD 4170404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Securawealth manage?
Securawealth reports $22.3M across 44 accounts in assets under management.
How do I contact Jeffrey Eisenberg?
Through Jeffrey's website, www.securawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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