Jeffrey Marks
Jeffrey Marks is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 40 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
6745 Rangewood Dr. Ste 200, Colorado Springs, CO, 80918
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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 is the President and Founder of Prime Financial Strategies Inc., a DBA for financial services, and an advisory representative for ORIA Prime Financial Strategies, Inc., spending nearly full-time on these activities. He also works as an insurance agent selling various insurance products and is a successor trustee and owner of a commercial building, dedicating minimal time to these roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Prime Financial Strategies, INC.
Previous Registrations
Cetera Advisors LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning Corporation ("npc of America" in Fl & Ny)
Advantage Investment Management, LLC
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Nathan & Lewis Securities, INC.Broker
Cna Investor Services, INC.Broker
Mountain States Investments, INC.Broker
Menlo Investment CorporationBroker
New England Securities CorporationBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations21 states
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