Winthrop Jeanfreau, financial advisor Provo UT
81 score

Winthrop Jeanfreau

CRD 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 26 years of experience in the finance industry.

Similar Advisors
Lowell Crabb, financial advisor Provo UT
Lowell C. Crabb
CRD# 5188240
Drive Wealth Management, LLC
Score
98
Similar Advisors
Korey Farr, financial advisor Provo UT
Korey Farr
CRD# 6022381
Navigate Private Wealth, LLC
Score
97
Similar Advisors
Richard Allen, financial advisor Provo UT
Richard R. Allen
CRD# 1139391
Woodbury Financial Services, Inc.
Score
96
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Jan 2013 - Current 3
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Winthrop E. Jeanfreau
Phone Number: 800-929-3485
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.