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Jeffrey Charles Van Fossen

INVERNESS INVESTMENT GROUP, LLC·CLEVELAND, Ohio
Clean record25 years registeredINVERNESS INVESTMENT GROUP, LLC
ONE CHAGRIN HIGHLANDS,, CLEVELAND, OH 44122CRD# 4557087Firm CRD# 124845

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Charles Van Fossen · CLEVELAND, OH
Registration
CRD #4557087 · INVERNESS INVESTMENT GROUP, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

ANCORA PRIVATE WEALTH ADVISORS, LLC
May 2006 – present
NORTHERN TRUST BANK FSB
Jun 2001 – Dec 2006
CLEVELAND, OH
02

Registrations & Exams

Registration record
First registered · June 1, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ANCORA FAMILY WEALTH ADVISORS, LLC
CRD 124845 · SEC 801-61942
AUM
$2.7B
Regulatory assets under management
Employees
65
3,813 client accounts
Services offered by ANCORA FAMILY WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ANCORA FAMILY WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Charles Van Fossen offer?
Jeffrey Charles Van Fossen specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Jeffrey Charles Van Fossen's credentials?
Jeffrey Charles Van Fossen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Charles Van Fossen located?
Jeffrey Charles Van Fossen is based in CLEVELAND, Ohio, working with INVERNESS INVESTMENT GROUP, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Jeffrey Charles Van Fossen charge for services?
Jeffrey Charles Van Fossen's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: revenue sharing with frs, and on credit and cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVERNESS INVESTMENT GROUP, LLC?
INVERNESS INVESTMENT GROUP, LLC has approximately 65 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVERNESS INVESTMENT GROUP, LLC

Richard Beck Renner
CLEVELAND, OH
John Gregory Bartels
CLEVELAND, OH
Robert Reeve Renner
CLEVELAND, OH
Michael Enrico Santelli
CLEVELAND, OH

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