Unclaimed Profile

Jeffrey Blaine Kadavy

TRAIL RIDGE INVESTMENT ADVISORS, LLC·FORT COLLINS, Colorado

Series 7, Series 24, Series 65, Series 66Clean record16 years registeredTRAIL RIDGE INVESTMENT ADVISORS, LLC

2020 CARIBOU DRIVE, FORT COLLINS, CO 80525CRD# 5735756Firm CRD# 284741

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Blaine Kadavy · FORT COLLINS, CO

Registration

CRD #5735756 · TRAIL RIDGE INVESTMENT ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

TRAIL RIDGE INVESTMENT ADVISORS, LLC

Jan 2017 – present

FIRST NATIONAL CAPITAL MARKETS, INC.

Jun 2010 – Apr 2012

FORT COLLINS, CO

PRIMEVEST FINANCIAL SERVICES, INC.

Mar 2010 – Jun 2010

FORT COLLINS, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · March 17, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRAIL RIDGE INVESTMENT ADVISORS, LLC

CRD 284741 · SEC 801-114051

AUM

$250M

Regulatory assets under management

Employees

369 client accounts

Services offered by TRAIL RIDGE INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRAIL RIDGE INVESTMENT ADVISORS, LLC →

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT COLLINS?

Browse all registered financial advisors in FORT COLLINS, Colorado or claim this profile if it's yours.

Browse FORT COLLINS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Blaine Kadavy offer?

Jeffrey Blaine Kadavy specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Jeffrey Blaine Kadavy's credentials?

Jeffrey Blaine Kadavy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Blaine Kadavy located?

Jeffrey Blaine Kadavy is based in FORT COLLINS, Colorado, working with TRAIL RIDGE INVESTMENT ADVISORS, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Jeffrey Blaine Kadavy charge for services?

Jeffrey Blaine Kadavy's firm is compensated through percentage of aum, hourly charges, other: financial planning subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRAIL RIDGE INVESTMENT ADVISORS, LLC?

TRAIL RIDGE INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →