Unclaimed Profile

Jeffrey Steven Torrison

FINANCIAL SECURITY MANAGEMENT, INC·LAKEWOOD, Colorado

SIE, Series 6, Series 7, Series 63CFP27 years registeredFINANCIAL 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 · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL SECURITY MANAGEMENT, INC

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Oct 2008 – Dec 2010

LAKEWOOD, CO

FINANCIAL SECURITY MANAGEMENT, INC

Jan 1999 – Sep 2016

LAKEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL SECURITY MANAGEMENT, INC

CRD 116570 · SEC 801-81072

AUM

$439M

Regulatory assets under management

Employees

2,436 client accounts

Services offered by FINANCIAL SECURITY MANAGEMENT, INC

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 FINANCIAL SECURITY MANAGEMENT, INC →

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 LAKEWOOD?

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

Browse LAKEWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Steven Torrison offer?

Jeffrey Steven Torrison specializes in Financial Planning, Investment Management.

What are Jeffrey Steven Torrison's credentials?

Jeffrey Steven Torrison holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Steven Torrison located?

Jeffrey Steven Torrison is based in LAKEWOOD, Colorado, last registered with FINANCIAL SECURITY MANAGEMENT, INC.

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 →