AdvisorOS Directory
Claim Profile
JB

Jeffrey Lawrence Bolin

COMMERCE INVESTMENT ADVISORS, INC.·KANSAS CITY, Missouri
Unclaimed Profile
1000 WALNUT STREET, 15TH FL., KANSAS CITY, MO 64106-1809CRD# 2294999Firm CRD# 104705
01

About

Jeffrey Lawrence Bolin is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with COMMERCE INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
COMMERCE INVESTMENT ADVISORS, INC.
COMMERCE INVESTMENT ADVISORS, INC.
AUM
$2.7B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at COMMERCE INVESTMENT ADVISORS, INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2294999
Firm CRD# 104705
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KANSAS CITY?

Browse all registered financial advisors in KANSAS CITY, Missouri or claim this profile if it's yours.

Browse KANSAS CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Lawrence Bolin offer?
Jeffrey Lawrence Bolin specializes in Investment Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Jeffrey Lawrence Bolin's credentials?
Jeffrey Lawrence Bolin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lawrence Bolin located?
Jeffrey Lawrence Bolin is based in KANSAS CITY, Missouri, working with COMMERCE INVESTMENT ADVISORS, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Jeffrey Lawrence Bolin charge for services?
Jeffrey Lawrence Bolin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMERCE INVESTMENT ADVISORS, INC.?
COMMERCE INVESTMENT ADVISORS, INC. has approximately 36 employees and manages $2.7B 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 in KANSAS CITY
David John Schulte — UBIQUITY MANAGEMENT, LPTimothy J. Thompson — TOWER WEALTH MANAGERS, INC.Frank Charles Maggiorotto — TOWER WEALTH MANAGERS, INC.Chall Alan Jenkins — TOWER WEALTH MANAGERS, INC.Martin Christopher Bicknell — UBIQUITY MANAGEMENT, LP
Nearby cities in Missouri
ST. LOUIS (594)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile