Jeffery Edward Townsend
Professional Summary
Jeffery Edward Townsend, who also goes by Jeffrey Edward Townsend, is a registered financial advisor currently at TOWNSEND located in Westminster, Colorado and PRIVATE CLIENT SERVICES, LLC located in Westminster, Colorado. Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Jeffery has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Edward Townsend
Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
BRITEHORN SECURITIES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
BRITEHORN SECURITIES
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
BRITEHORN SECURITIES
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
BRITEHORN SECURITIES
Years of Experience
40 years in the financial services industry
Current & Past Employments
Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
BRITEHORN SECURITIES
Current Firm
-TOWNSEND | TOWNSEND RETIREMENT SPECIALISTS | TOWNSEND & ASSOCIATES, INC. | TOWNSEND
Contact Information
Main Address
2761 W. 120th Ave., Suite 200, Westminster, CO 80234Phone Number
(303) 452-5986# of Employees
30SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,662AUM (Assets Under Management)
$1,520,130,422Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
BRITEHORN SECURITIES
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
BRITEHORN SECURITIES
Primary Firm SEC Registration
-TOWNSEND | TOWNSEND RETIREMENT SPECIALISTS | TOWNSEND & ASSOCIATES, INC. | TOWNSEND
State Registrations and Notice Filings
(7/14/2025)
(7/14/2025)
(7/17/2025)
(7/14/2025)
(1/1/1999)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/21/2025)
(7/14/2025)
(7/14/2025)
(7/18/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(5/1/2006)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
(7/14/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1986About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 1997About the Series 26 examSRO Registrations
Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
BRITEHORN SECURITIES
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Edward Townsend's CRS (Customer Relationship Summary).
Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
BRITEHORN SECURITIES
