Jeffrey Leveen is a registered investment advisor, based in Vancouver, WA, with 8 years of industry experience.
Location
1000 W Columbia Way Unit 304, Vancouver, WA, 98660
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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 provides accounting and tax preparation services as President of JML Co, dedicating about half his time to this. He also owns and manages rental property, requiring minimal time, and holds various insurance licenses through AVANTAX, but does not solicit insurance sales.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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