Unclaimed Profile

Jeffery Edward Townsend

TOWNSEND & ASSOCIATES, INC.·WESTMINSTER, Colorado

Clean recordTOWNSEND & ASSOCIATES, INC.

2761 W. 120TH AVE., SUITE 200, WESTMINSTER, CO 80234CRD# 1507767Firm CRD# 113681

Profile Verification

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

Identity

Jeffery Edward Townsend · WESTMINSTER, CO

Registration

CRD #1507767 · TOWNSEND & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffery Edward Townsend is a registered financial advisor based in WESTMINSTER, Colorado, affiliated with TOWNSEND & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Jeffery

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

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

Firm Overview

Firm

TOWNSEND & ASSOCIATES, INC.

TOWNSEND

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TOWNSEND & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1507767

Firm CRD# 113681

View on FINRA BrokerCheck →

Looking for a financial advisor in WESTMINSTER?

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

Browse WESTMINSTER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffery Edward Townsend offer?

Jeffery Edward Townsend specializes in Financial Planning, Investment Management. Contact their office in WESTMINSTER, Colorado for a consultation.

What are Jeffery Edward Townsend's credentials?

Jeffery Edward Townsend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Edward Townsend located?

Jeffery Edward Townsend is based in WESTMINSTER, Colorado, working with TOWNSEND & ASSOCIATES, INC.. Their office serves clients in the WESTMINSTER metropolitan area and surrounding communities.

How does Jeffery Edward Townsend charge for services?

Jeffery Edward Townsend'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 TOWNSEND & ASSOCIATES, INC.?

TOWNSEND & ASSOCIATES, INC. has approximately 29 employees and manages $1.1B 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 →