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JC

Jeffrey J. Coombs

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CRD#: 1791620
JC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey John Coombs was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1997. Jeffrey had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 22, 2011 - February 26, 2013

COOMBS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 154430
CHEYENNE, WY
Past

August 2, 2010 - December 31, 2010

COOMBS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 154430
CHEYENNE, WY
Past

August 16, 2007 - July 28, 2008

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

August 16, 2007 - July 28, 2008

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

February 20, 2004 - July 26, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
SAN DIEGO, CA
Past

February 19, 2004 - July 26, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN DIEGO, CA
Past

March 29, 2001 - June 24, 2003

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
SAN DIEGO, CA
Past

March 15, 2001 - June 24, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

April 12, 2000 - March 23, 2001

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 24, 1998 - April 12, 2000

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

October 9, 1997 - September 29, 1998

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

February 4, 1997 - October 27, 1997

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/24/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CC
COOMBS CAPITAL MANAGEMENT, LLC
COOMBS CAPITAL MANAGEMENT | COOMBS CAPITAL MANAGEMENT, LLC

CRD#: 154430 / SEC#: 801-71693

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Contact information


Main Address
Periferico Sur No. 8110, Tlaquepaque Jalisco 45609
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B - BROCHURE SUPPLEMENT (3/28/2012)

Red Flags


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.

Company Information


COOMBS CAPITAL MANAGEMENT, LLC

CRD#: 154430

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