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JS

Jeffrey L. Schottler

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CRD#: 2750559
JS

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 Lee Schottler, who also goes by Jeff Schottler, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1996. Jeffrey had worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Schottler

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

January 29, 2018 - April 11, 2022

BRITEHORN SECURITIES

BD
CRD#: 36402
Denver, CO
Past

September 20, 2016 - January 26, 2018

COLORADO FINANCIAL SERVICE CORPORATION

RIA
CRD#: 104343
CENTENNIAL, CO
Past

September 8, 2014 - January 26, 2018

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
CENTENNIAL, CO
Past

March 14, 2014 - July 22, 2014

KCOE CAPITAL LLC

BD
CRD#: 104609
LOVELAND, CO
Past

November 27, 2013 - March 3, 2014

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
CENTENNIAL, CO
Past

March 2, 2010 - July 2, 2012

HEADWATERS BD, LLC

BD
CRD#: 117042
DENVER, CO
Past

October 28, 2009 - February 25, 2010

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
DENVER, CO
Past

March 10, 2009 - October 30, 2009

THE TRINITY GROUP, LLC

BD
CRD#: 128490
DENVER, CO
Past

April 3, 2006 - March 20, 2009

CLEAR CREEK SECURITIES, INC.

BD
CRD#: 122316
DENVER, CO
Past

March 23, 1998 - February 24, 1999

COMMUNICATIONS EQUITY ASSOCIATES, LLC

BD
CRD#: 13382
TAMPA, FL
Past

July 29, 1996 - February 10, 1998

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA

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
RR
Series 63
Date: 4/27/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/2006
General Securities Representative Examination

Current Firm

BS
BRITEHORN SECURITIES
ANDREWS PARTNERS | LOHI SECURITIES | KEATING SECURITIES, LLC | KEATING INVESTMENTS, LLC | GIA SECURITIES, INC. | BRITEHORN SECURITIES | ANDREWS SECURITIES, LLC

CRD#: 36402 / SEC#: , 8-47217

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
1401 Lawrence St Suite 1600, Denver, CO 80202
Mailing Address
1401 Lawrence St Suite 1600, Denver, CO 80202
Phone number
(720) 465-5305
Established
Colorado since 10/31/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BRITEHORN PARTNERS LLCDIRECT OWNER
ARMSTRONG, BOBBI JEANNECHIEF COMPLIANCE OFFICER2828244
HURRY, ANDREW DUNCANCHIEF FINANCIAL OFFICER5131486
STORY, BRETT HOWARDPRINCIPAL5580403
STORY, NATALIA KLISHINACHIEF COMPLIANCE OFFICER7271729

Disclosures

Regulatory Event3

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

BRITEHORN SECURITIES

CRD#: 36402

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