AdvisorOS Directory
Claim Profile
Unclaimed Profile
JT

Jeffrey Steven Torrison

FINANCIAL SECURITY MANAGEMENT, INC·LAKEWOOD, Colorado
Clean recordFINANCIAL SECURITY MANAGEMENT, INC
2535 S LEWIS WAY, LAKEWOOD, CO 80227-6551CRD# 1695663Firm CRD# 116570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Steven Torrison · LAKEWOOD, CO
Registration
CRD #1695663 · FINANCIAL SECURITY MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Steven Torrison is a registered financial advisor based in LAKEWOOD, Colorado, affiliated with FINANCIAL SECURITY MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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 →

03

Firm Overview

Firm
FINANCIAL SECURITY MANAGEMENT, INC
FINANCIAL SECURITY MANAGEMENT, INC
AUM
$439M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FINANCIAL SECURITY MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1695663
Firm CRD# 116570
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKEWOOD?

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

Browse LAKEWOOD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeffrey Steven Torrison offer?
Jeffrey Steven Torrison specializes in Financial Planning, Investment Management. Contact their office in LAKEWOOD, Colorado for a consultation.
What are Jeffrey Steven Torrison's credentials?
Jeffrey Steven Torrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Steven Torrison located?
Jeffrey Steven Torrison is based in LAKEWOOD, Colorado, working with FINANCIAL SECURITY MANAGEMENT, INC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.
How does Jeffrey Steven Torrison charge for services?
Jeffrey Steven Torrison's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL SECURITY MANAGEMENT, INC?
FINANCIAL SECURITY MANAGEMENT, INC has approximately 8 employees and manages $439M 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 →

Other Advisors at FINANCIAL SECURITY MANAGEMENT, INC

Lori Ann Miller
LAKEWOOD, CO
Roy Daniel Gibson
LAKEWOOD, CO
Amy Louise Terry
LAKEWOOD, CO
Jeffrey Scott Larkin
LAKEWOOD, CO

More Advisors in LAKEWOOD, Colorado

Alexander Grant Cameron
LEGACY WEALTH PARTNERS, LLC·LAKEWOOD, CO
Michael Brian Smith
EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC·LAKEWOOD, CO
Maurice Dominique Dukes
PF ADVISORS LLC·LAKEWOOD, CO
Ryan Werking
PF ADVISORS, LLC·LAKEWOOD, CO
Caryn M Egbert
MATTERN CAPITAL MANAGEMENT, LLC·LAKEWOOD, CO
Jonathan Russell Kelley
HINDS FINANCIAL GROUP INC·LAKEWOOD, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)LITTLETON (58)FORT COLLINS (38)LONE TREE (33)MONUMENT (27)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile