Jeffrey Gelais is a CFP-designated registered investment advisor, based in Colorado Springs, CO, with 9 years of industry experience.
Location
7222 Commerce Ctr Dr, Ste 108, Colorado Springs, CO, 80919
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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 financial professional at Everoak Wealth Co., a DBA for financial services, since 2020. This takes a full-time commitment, with most of the hours during trading hours.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations20 states
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