Jeffrey Kutchmire
Jeffrey Kutchmire is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 37 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
1715 N Westshore Boulevard, Suite 260, Tampa, FL, 33607
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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.
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Jeffrey is a 25% owner of the John Kutchmire Family Trust.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Financial Services, INC.Broker
State Registrations11 states
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