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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst30 years in industry

JEFFREY SCOTT KUEST

Advisor at RANGE FINANCIAL GROUP, LLC

TIGARD, OR

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Search this name across graphsid dfx:ria:8e583524-8913-98a2-4cfc-a46a2b5a0192

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 6, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RANGE FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 7, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65|S63
First exam: Aug 7, 1996
First registration: Jan 6, 1999
Dual registered: no
Other names: JEFFREY SCOTT KUEST|JEFF SCOTT KUEST
IAPD individual key: 2754822

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RANGE FINANCIAL GROUP, LLC	Independent wealth	Apr 1, 2025	n/a	yes	TIGARD, OR	Current employment
COUNTERPOINT CAPITAL ADVISERS, LLC	n/a	Jul 17, 2009	Apr 21, 2025	no	TIGARD, OR	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 27, 2004	Apr 11, 2005	no	BELLEVUE, WA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 6, 1999	Mar 2, 2004	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COUNTERPOINT CAPITAL ADVISERS, LLC	RANGE FINANCIAL GROUP, LLC	Apr 21, 2025	Apr 1, 2025	-20	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	COUNTERPOINT CAPITAL ADVISERS, LLC	Apr 11, 2005	Jul 17, 2009	1,558	Firm change after gap	Other
MORGAN STANLEY DW INC.	CITIGROUP GLOBAL MARKETS INC.	Mar 2, 2004	Feb 27, 2004	-4	Firm change	Other

Relationships

Registered with (4)

→ RANGE FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Apr 1, 2025 to presentfactForm ADV
→ COUNTERPOINT CAPITAL ADVISERS, LLCRegistered adviserregistration: previous registration
Jul 17, 2009 to Apr 21, 2025factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 27, 2004 to Apr 11, 2005factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 6, 1999 to Mar 2, 2004factForm ADV

Dated events

Occurred
Apr 21, 2025
Advisor changed firm
Jeffrey Scott Kuest left Counterpoint Capital Advisers, Llc for Range Financial Group, Llc (registered 2025-04-01)
Form ADVobserved 5 days ago