Jeffrey Couzens is a CFP-designated registered investment advisor, based in Wallingford, CT, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
35 Thorpe Avenue, Ste. 107, Wallingford, CT, 06492
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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 works as a wealth advisor for CWM, LLC DBA Carson Partners and CWM, LLC D/B/A Carson Group Holdings, spending nearly full-time on these activities. He also sells fixed insurance products, including life, disability, annuities, and long-term care, dedicating a few hours per week.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Karn, Couzens & Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations9 states
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
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