Jeffrey
Couzens
Cwm, LLC
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About this Advisor
Jeffrey Couzens is a financial advisor based in Farmington, Connecticut, working with Cwm, LLC. Jeffrey has previously held positions at Cwm, LLC Dba Carson Partners, Cetera Advisor Networks, Zenu Realty LLC, The Chez Est, LLC, Shanuk Holdings, LLC, Karn Couzens And Associates, Inc, Royal Alliance Associates, Inc, Kca Realty, and Griswald Realty LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, and Texas. Currently, Jeffrey is part of Cwm, LLC, which operates out of Farmington, Connecticut. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jeffrey Couzens Work History
Cwm, LLC Dba Carson Partners
Cetera Advisor Networks
Shanuk Holdings, LLC
Kca Realty
Zenu Realty LLC
The Chez Est, LLC
Griswald Realty LLC
Karn Couzens And Associates, Inc
Royal Alliance Associates, Inc
Disclosures
Please visit the SEC profile of Jeffrey Couzens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Fort Atkinson, WI
Sioux Falls, SD
Omaha, NE
Green Bay, WI
Omaha, NE
Omaha, NE
Hastings, NE
Pittsburgh, PA
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