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Jeffrey M
Series 65
San Francisco, CA
Moat Capital
Jeffrey Milewski is a financial advisor at Moat Capital in San Francisco, holding a Series 65 credential with two years of industry experience. He serves as CEO of a financial technology company focused on stablecoins and teaches online courses at Creighton University’s Heider College of Business. Milewski’s prior experience includes roles at Goss & Associates and the Glo Development Foundation. Moat Capital provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses fundamental analysis to develop customized portfolios primarily composed of exchange-traded funds, individual stocks, bonds, and options, emphasizing ongoing client communication and tax-aware portfolio management.
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