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.
Question & Answer
Are you a "fiduciary"?
Yes
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.
(1) 3/7/2012: Von Colln Properties, LLC - Investment Related - 204 Historic 25th Street, OGDEN, UT 84401-2683 - Real Estate Rental - Time Spent 1% - VON COLLN PROPERTIES LLC IS THE COMPANY I OWN THE BUILDING IN WHICH I DO BUSINESS. I HAVE 3 TENANTS, NONE OF WHICH ARE CLIENTS OF LPL. IT IS REAL ESTATE HOLDING LLC ONLY. (2) 4/11/2014: Von Colln Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (3) 5/29/2014: Jeff Von Colln, PC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2004 - 160 Hours Per Month During Securities Trading. (4) 11/11/2016: Von Colln Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Stated 09/07/16 - 150 Hours Per Month/130 Hours During Securities Trading - IAR - I provide investment advisory services through Von Colln Financial Group, an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 150 hours per month] on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 3/31/2021 - Historic Kokomo Club - Not Investment Related - 216 Historic 25th St Ogden, Utah 84401 - Other-Bar or Tavern - Owner - Start Date: 12/1/2020 - 10 Hours Per Month/0 Hours During Securities Trading. (6) 10/25/2024 - The Red Light Bar - Other - Bar or Tavern - Owner - Not Investment Related - 130 25th Street, Ogden, Utah 84401 - Start Date 08/22/2024 - 10 Hours Per Month/ 0 Hours During Trading
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®
Start date: 2013
Experience
Current
August 30, 2016 - Present
VON COLLN FINANCIAL GROUP
Office #1: 204 Historic 25th Street, Ogden, UT 84401RIA
CRD#: 284481
OGDEN, UT
Current
March 30, 2004 - Present
LPL FINANCIAL LLC
Office #1: 204 Historic 25th St, Ogden, UT 84401-2683RIA
BD
CRD#: 6413
OGDEN, 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.
BD
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.RR
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
RR
California(3/30/2004)
RR
Florida(4/18/2023)
RR
Idaho(8/12/2008)
RR
Michigan(3/19/2018)
RR
Montana(8/9/2016)
RR
Nevada(1/12/2009)
RR
New Mexico(9/2/2020)
RR
Ohio(8/22/2023)
RR
Oklahoma(9/17/2024)
RR
South Dakota(10/24/2012)
RR
Texas(4/2/2007)
IAR
Texas(10/5/2016)
RR
Utah(3/30/2004)
IAR
Utah(8/30/2016)
RR
Wisconsin(5/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VC
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)Upgrade to AdvisorCheck Premium
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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
3
Regulatory assets under management
| Total Number of Accounts | 286 |
| AUM (Assets Under Management) | $ 94,518,415 |
Red Flags
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Company Information
VON COLLN FINANCIAL GROUP
CRD#: 284481Ogden, UT 84401TRUST BUT VERIFY
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