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Jeffrey Carl Scott

VERUS ADVISORY, INC.·SEATTLE, Washington
SIE, Series 3, Series 7, Series 63Clean recordVERUS ADVISORY, INC.
999 THIRD AVENUE, SEATTLE, WA 98104CRD# 5084217Firm CRD# 110565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Carl Scott · SEATTLE, WA
Registration
CRD #5084217 · VERUS ADVISORY, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VERUS ADVISORY, INC.
CRD 110565 · SEC 801-33895
AUM
$11.0B
Regulatory assets under management
Employees
88
106 client accounts
Services offered by VERUS ADVISORY, INC.
Per Form ADV
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
View all advisors at VERUS ADVISORY, INC. →
Introduction

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Frequently Asked Questions

What services does Jeffrey Carl Scott offer?
Jeffrey Carl Scott specializes in Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Jeffrey Carl Scott's credentials?
Jeffrey Carl Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Carl Scott located?
Jeffrey Carl Scott is based in SEATTLE, Washington, working with VERUS ADVISORY, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Jeffrey Carl Scott charge for services?
Jeffrey Carl Scott's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under consultative review. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERUS ADVISORY, INC.?
VERUS ADVISORY, INC. has approximately 88 employees and manages $11.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERUS ADVISORY, INC.

Shelly Jean Heier
SEATTLE, WA
CFA
Scott Jerome Whalen
SEATTLE, WA

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