Unclaimed Profile

Jeffrey Paul Couzens

KARN, COUZENS & ASSOCIATES, INC.·FARMINGTON, Connecticut

Clean recordKARN, COUZENS & ASSOCIATES, INC.

10 MELROSE DRIVE, FARMINGTON, CT 06032CRD# 2979823Firm CRD# 115582

Profile Verification

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

Identity

Jeffrey Paul Couzens · FARMINGTON, CT

Registration

CRD #2979823 · KARN, COUZENS & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Paul Couzens is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with KARN, COUZENS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KARN, COUZENS & ASSOCIATES, INC.

AUM

$609M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KARN, COUZENS & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2979823

Firm CRD# 115582

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Frequently Asked Questions

What services does Jeffrey Paul Couzens offer?

Jeffrey Paul Couzens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Jeffrey Paul Couzens's credentials?

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

Where is Jeffrey Paul Couzens located?

Jeffrey Paul Couzens is based in FARMINGTON, Connecticut, working with KARN, COUZENS & ASSOCIATES, INC.. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Jeffrey Paul Couzens charge for services?

Jeffrey Paul Couzens'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 KARN, COUZENS & ASSOCIATES, INC.?

KARN, COUZENS & ASSOCIATES, INC. has approximately 9 employees and manages $609M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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