Jeffrey Colvin
Jeffrey Colvin is a registered investment advisor at Cetera Investment Advisers LLC, based in Norwalk, OH, with 26 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
269 W Main St Ste 101, Norwalk, OH, 44857
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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 Activities
Jeffrey is involved in numerous activities, including CPA services, property management, a health club, political committees, equipment rental, and tax services. He also serves as a county commissioner and is involved with the Huron County Republican Party and Fisher Titus Medical Center.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
MML Investors Services, INC.Broker
National Planning CorporationBroker
State Registrations2 states
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