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Jeffrey Brian Coontz

PRUDENT INVESTOR ADVISORS, LLC·FOLSOM, California
Series 7, Series 63Clean record29 years registeredPRUDENT INVESTOR ADVISORS, LLC
101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA 95630CRD# 2333418Firm CRD# 121922

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Brian Coontz · FOLSOM, CA
Registration
CRD #2333418 · PRUDENT INVESTOR ADVISORS, LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

PRUDENT INVESTOR ADVISORS, LLC
Nov 2004 – present
PREMIER FINANCIAL GROUP INC
Jul 1997 – Nov 2005
EUREKA, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRUDENT INVESTOR ADVISORS, LLC
CRD 121922 · SEC 801-63481
AUM
$1.2B
Regulatory assets under management
Employees
5
137 client accounts
Services offered by PRUDENT INVESTOR ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRUDENT INVESTOR ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey Brian Coontz offer?
Jeffrey Brian Coontz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOLSOM, California for a consultation.
What are Jeffrey Brian Coontz's credentials?
Jeffrey Brian Coontz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Brian Coontz located?
Jeffrey Brian Coontz is based in FOLSOM, California, working with PRUDENT INVESTOR ADVISORS, LLC. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.
How does Jeffrey Brian Coontz charge for services?
Jeffrey Brian Coontz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRUDENT INVESTOR ADVISORS, LLC?
PRUDENT INVESTOR ADVISORS, LLC has approximately 5 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRUDENT INVESTOR ADVISORS, LLC

Gary Keith Allen
FOLSOM, CA
Wendell Scott Simon
FOLSOM, CA

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