Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
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Advisor Information
Office location
2761 W. 120th Ave., Suite 200, Westminster, CO, 80234
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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
Jeffery is the President of Townsend Capital LLC, a real estate/leasing company, and CEO of Townsend & Associates, Inc., an RIA. He also works as an insurance agent/owner for Townsend & Associates, Inc. to secure life insurance and variable annuities for clients if needed, and is a board member for Country Club Village.