Jeffrey
Couzens

Cwm, LLC

CRD#2979823
Investment Advisor
in Farmington, CT

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10 Melrose Dr.
Farmington, CT 06032

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

CT Average: $1,978,216,465
Total Number of Employees

1,111

CT Average: 226
Total Number of Accounts

110,327

CT Average: 7,467
Average Account Size

$242,682

CT Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jeffrey Couzens Work History

2022 - Present (2 years)

Cwm, LLC Dba Carson Partners

2022 - Present (2 years)

Cetera Advisor Networks

2022 - Present (2 years)

Shanuk Holdings, LLC

2020 - Present (4 years)

Kca Realty

2012 - Present (12 years)

Zenu Realty LLC

2013 - 2023 (10 years)

The Chez Est, LLC

2013 - 2023 (10 years)

Griswald Realty LLC

2004 - 2022 (18 years)

Karn Couzens And Associates, Inc

1999 - 2022 (23 years)

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

Tina Cicci
Foxboro, MA
Audrey Jones
Orlando, FL
Noah Kingston
Omaha, NE
Kevin Oleszewski
Vineland, NJ
Taylor Smithyman
Fort Atkinson, WI
Valen Permann
Kennewick, WA
Nicole George
Hastings, NE
Erik Tena-Vigil
Omaha, NE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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