# Jeffrey Joseph Management

> Jeffrey Joseph Management is a state-registered investment advisory firm in Thousand Oaks, CA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 329679
- Filed as: JEFFREY JOSEPH MANAGEMENT
- Legal name: Jeffrey Joseph Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Thousand Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329679
- AdvisorCensus page: https://advisorcensus.com/firm/jeffrey-joseph-management-thousand-oaks-ca-329679

## Quick answers

**How is Jeffrey Joseph Management compensated?**
On its Form ADV (Item 5.E, October 2026), Jeffrey Joseph Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Jeffrey Joseph Management located?**
Jeffrey Joseph Management's principal office is in Thousand Oaks, CA, according to its Form ADV.

**Is Jeffrey Joseph Management registered with the SEC or a state?**
Jeffrey Joseph Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329679.

**How much does Jeffrey Joseph Management manage?**
Jeffrey Joseph Management reports $98,739,935 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Jeffrey Joseph Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (14).

**Does Jeffrey Joseph Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329679

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $98,739,935
- Discretionary: $98,739,935
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $4,172,568 |
| High net worth individuals | 21 | $94,567,367 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jeffrey Joseph Management (CRD 329679): Form ADV filing data as of October 2026.