Winthrop JeanfreauCRD Number: 1300713
Current Firm: Cetera Advisors LLC
Winthrop Jeanfreau (CRD# 1300713) is an Investment Advisor Representative working at Cetera Advisors LLC in Provo, UT and has over 27 years of experience in the finance industry.
Drive Wealth Management, LLC
Transamerica Financial Advisors, Inc.
Navigate Private Wealth, LLC
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||4|
|Multi-financial Securities Corporation||Denver, CO||Feb 2012 - Dec 2012||< 1|
|Pacific West Securities, Inc.||Renton, WA||Apr 2009 - Feb 2012||2|
|Pacific West Financial Consultants, Inc.||Renton, WA||Apr 2009 - Feb 2012||2|
|Lpl Financial||Portland, OR||Oct 2008 - Apr 2009||< 1|
|Aperion Audio||Portland, OR||Aug 1999 - Oct 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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