Jeffrey Harwood
Ventura Advisors · Woodland Hills, California
Jeffrey Harwood is a fee-only financial advisor at Ventura Advisors in Woodland Hills, California, who holds the CFP and CFA credentials. Jeffrey focuses on retirement planning. Ventura Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jeffrey →
Specialties
Facts
| Firm | Ventura Advisors |
|---|---|
| Based in | Woodland Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $80.6M across 44 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 2808701 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.venturaadvisors.com |
| Profile |
How Jeffrey's firm compares
- Ventura Advisors's average account is about $1.8 million, from its Form ADV (assets managed divided by 44 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
Is Jeffrey Harwood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Ventura Advisors 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, Ventura Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Harwood based?
Jeffrey Harwood is based in Woodland Hills, California.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning.
What credentials does Jeffrey Harwood hold?
Jeffrey Harwood holds the CFP and CFA credentials.
Is Jeffrey Harwood registered with the SEC?
Yes. Jeffrey Harwood is registered as an investment adviser representative in CA (CRD 2808701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ventura Advisors manage?
Ventura Advisors reports $80.6M across 44 accounts in assets under management.
How do I contact Jeffrey Harwood?
Through Jeffrey's website, www.venturaadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Woodland Hills
Other advisors in California who focus on retirement planning
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
- Ventura Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.