Jeffrey Apps (CRD# 4327629) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Avon, CO and has over 23 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 3169018
Elevate Capital Advisors
CRD# 6722739
Certified Planning Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Srs Capital Advisors, Inc. | Denver, CO | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management1,439MILLIONS
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Total Number of Accounts3,686ACCOUNTS
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Average Account Value$390,284
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, GA, IA, IL, LA, MA, MD, NC, NE, NH, NM, NY, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY
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