Jeffrey K. Von Colln

VON COLLN FINANCIAL GROUP

OGDEN, UT 84401

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CRD#: 2468483

Professional summary

Jeffrey Karl Von Colln, CFP®, who also goes by Jeff Voncollin, Jeffrey Karl Voncolln, Jeffrey Voncolln, is a registered financial advisor currently at VON COLLN FINANCIAL GROUP located in Ogden, Utah and LPL FINANCIAL LLC located in Ogden, Utah.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Aliases

Jeff Voncollin | Jeffrey Karl Voncolln | Jeffrey Voncolln

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) - RIA

Click below to view Jeffrey Karl Von Colln's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 30, 2016 - Present

VON COLLN FINANCIAL GROUP

Office #1: 204 Historic 25th Street, Ogden, UT 84401

RIA

CRD#: 284481

OGDEN, UT

Current

March 30, 2004 - Present

LPL FINANCIAL LLC

Office #1: 204 Historic 25th St, Ogden, UT 84401-2683

RIA

CRD#: 6413

OGDEN, UT

Past

February 3, 2026 - July 10, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

SALT LAKE CITY, UT

Past

March 31, 2004 - October 6, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

SALT LAKE CITY, UT

Past

April 22, 1997 - April 6, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

OGDEN, UT

Past

November 28, 1995 - April 6, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/30/2004)

Florida
(4/18/2023)

Idaho
(8/12/2008)

Michigan
(3/19/2018)

Montana
(8/9/2016)

Nevada
(1/12/2009)

New Mexico
(9/2/2020)

Ohio
(8/22/2023)

Oklahoma
(9/17/2024)

South Dakota
(10/24/2012)

Texas
(4/2/2007)

IAR

Texas
(10/5/2016)

Utah
(3/30/2004)

IAR

Utah
(8/30/2016)

Wisconsin
(5/11/2023)

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

State Security Law Exam

IAR

Series 65

Date: 12/28/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/1/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/27/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/1/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

VON COLLN FINANCIAL GROUP

JEFF VON COLLN PC | VON COLLN, JEFF | VON COLLN FINANCIAL GROUP

CRD#: 284481 / SEC#:

Texas

Registered Investment Advisory firm - (10/5/2016 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/30/2016 Approved)

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Contact information

Main Address

204 Historic 25th Street, Ogden, UT 84401

Mailing Address

Phone number

(801) 479-5254

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	281
AUM (Assets Under Management)	$ 101,358,507

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.

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Firm Stability Insights

Jeffrey K. Von Colln

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Karl Von Colln's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/1995

Series 63

Date: 12/1/1995

SIE

Date: 10/1/2018

Series 7

Date: 11/27/1995

Series 24

Date: 6/1/2004

FINRA

Current Firm

VON COLLN FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VON COLLN FINANCIAL GROUP

TRUST BUT VERIFY

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