Jeffrey Courtemanche is a registered investment advisor, based in Danville, CA, with 32 years of industry experience.
Location
500 La Gonda Way #205, Danville, CA, 94526
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Sanctuary Securities, INC.
March 2020 - Present · 6 yrs 6 mos
Sanctuary Advisors, LLC
March 2020 - Present · 6 yrs 6 mos
Sanctuary Securities, INC.Broker
March 2020 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - March 2020 · 22 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - March 2020 · 23 yrs 8 mos
Citicorp Investment ServicesBroker
February 1996 - July 1996 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1993 - September 1995 · 2 yrs 1 mo
State Registrations4 states
AZCAMIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.