Jeffrey Couzens (CRD# 2979823) is an Investment Advisor Representative working at Cwm, LLC in Farmington, CT and has over 24 years of experience in the finance industry. Jeffrey Couzens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
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Lincoln Financial Advisors Corporation
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Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shanuk Holdings, LLC | Wallingford, CT | Aug 2022 - Current | 1 |
| Cwm, Llc Dba Carson Partners | Farmington, CT | May 2022 - Current | 1 |
| Cetera Advisor Networks | El Segundo, CA | May 2022 - Current | 1 |
| Kca Realty | Farmington, CT | Jun 2020 - Current | 3 |
| Zenu Realty LLC | Wethersfield, CT | May 2012 - Current | 11 |
| Griswald Realty LLC | Wethersfield, CT | Mar 2013 - Dec 2023 | 10 |
| The Chez Est, LLC | Hartford, CT | Apr 2013 - May 2023 | 10 |
| Karn Couzens And Associates, Inc. | Farmington, CT | Jan 2004 - Jun 2022 | 18 |
| Royal Alliance Associates, Inc. | Farmington, CT | Oct 1999 - May 2022 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- CT
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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