Jeffrey Kinneston
Jeffrey Kinneston is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Burlington, VT, with 40 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
171 Battery Street, Suite 1, Burlington, VT, 05401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a partner at Castle Advisors, selling fixed insurance through various providers since 2009, dedicating about a quarter of his time. He is also the president of Kinneston Financial Service, Inc., an insurance brokerage, and works as an insurance broker through multiple companies, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
NFP Securities, INC.
NFP Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations11 states
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