Unclaimed Profile

Jeffrey Paul Couzens

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

SIE, Series 7, Series 63, Series 65CFPClean record22 years registeredKARN, 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. · 22 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

May 2022 – present

KARN, COUZENS & ASSOCIATES, INC.

Apr 2004 – May 2022

FARMINGTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 14, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KARN, COUZENS & ASSOCIATES, INC.

CRD 115582 · SEC 801-62658

AUM

$609M

Regulatory assets under management

Employees

1,219 client accounts

Services offered by KARN, COUZENS & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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

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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