JC
Jeffrey D. Colvin
CETERA INVESTMENT ADVISERS LLC
NORWALK, OH 44857
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CRD#: 2924179
JC
Professional summary
Jeffrey David Colvin, AIF®, who also goes by Jeff Colvin, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Norwalk, Ohio and CETERA WEALTH SERVICES, LLC located in Norwalk, Ohio.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jeffrey has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Colvin
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) JEFF COLVIN CPA DBA COLVIN TAX SERVICE ; NOT INVESTMENT RELATED ; SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CPA ACCOUNTING,CONSULTATION AND TAX PREPARATION SERVICES, STARTED: 11/1984; OWNER / CPA APX 40 HOURS PER WEEK, 32.5 DRUNG TRADING HOURS: DUTIES: PREPARE INCOME TAX RETURNS AND FINANCIAL STATEMENTS FOR INDIVIDUALS AND BUSINESSES, (2): MAPLE CITY PROFESSIONAL SERVICES DBA COLVIN ENTERPRISES ; INVESTMENT RELATED: NO SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROPERTY MANAGEMENT ; STARTED: 05/1990; PRESIDENT ; APX 5 HOURS PER WEEK, DURING TRADING HOURS; DUTIES: PROPERTY MANAGEMENT DUTIES ; (3) OHIO HEALTH & WELLNESS DBA MAPLE CITY HEALTH CLUB ; INVESTMENT RELATED: NO ; 269 W MAIN ST. NORWALK OH 44857 ; NATURE OF BUSINESS: HEALTH CLUB ; STRARTED: 2/2002 ; APX 5 HOURS PER WEEK, DURING TRADING HOURS; POSITION/TITLE/RELATIONSHIP: OWNER ; DUTIES: MANAGER OF CLUB (4) ELECT TODD CORBIN FOR SHERIFF COMMITTEE ; INVESTMENT RELATED: NO ; SAME AS REGISTERED ADDRESS ; NATURE OF BUSINESS: CAMPAIGN COMMITTEE ; STARTED: 1/2017 ; LESS THAN 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS; TREASURER DUTIES: COMPLETE AND FILE CAMPAIGN REPORTS, MAINTAIN FINANCIAL ACTIVITY OF CAMPAIGN (5) WHITNEY FIELD IMPROVEMENT COMMITTEE; INVESTMENT RELATED: NO 269 W MAIN ST, NORWALK, OH 44857; NATURE OF BUSINESS: NON PROFIT / MAINTAIN FOOTBALL AND TRACK FACILITIES; STARTED: 12/2010; SECRETARY / TREASURER; LESS THAN 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS; DUTIES: MAINTAIN FINANCIAL ACTIVITY (6) JEFF COLVIN EQUIPMENT RENTAL; INVESTMENT RELATED: NO; 269 W MAIN ST, NORWALK, OH 44857; NATURE OF BUSINESS: EQUIPMENT RENTAL; STARTED: 08/2011; OWNER; LESS THAN ONE HOUR PER WEEK, NOT DURINMG TRADING HOURS; DUTIES: BUSINESS IS NOT ACTIVE BUT STILL REGISTERED WITH THE STATE OF OHIO; (7) COLVIN, NORLANDER & ASSOCIATES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX SERVICE; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: CPA; APX 10 HOUIRS PER WEEK, DURING TRADING HOURS; DUTIES: INCOME TAX PREP; (8) HURON COUNTY COMMISSIONERS; INVESTMENT RELATED: NO; 180 MILAN AVE NORWALK, OH 44857; NATURE OF BUSINESS: COMMISSION BOARD; STARTED: 1/2023; COUNTY COMMISSION MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; DUTIES: PROVIDE RESOLUTIONS TO ZONING VARIANCE; (9) HURON COUNTY REPUBLICAN PARTY; INV RELATED: NO; 180 MILAN AVE NORWALK, OH 44857; NATURE OF BUSINESS: POLITICAL; STARTED: 1/2023; POSITION/TITLE/RELATIONSHIP: CENTRAL COMMITTEE MEMBER; APX # OF HRS PER WK: VARIES; APX # OF HRS DURING TRADING HRS: VARIES; DUTIES: RESPONSIBLE FOR DEVELOPING & PROMITING REPUBLICAN BRAND & PLATFORM; (10) FISHER TITUS MEDICAL CENTER; INV RELATED: NO; 272 BENEDICT AVE NORWALK, OH 44857; NATURE OF BUSINESS: HEALTHCARE ; STARED: 1/2023; ADVISORY COUNCIL; APX # OF HRS PER WEEK: VARIES; APX # OF HRS DUR TRADING HRS: VARIES; DUTIES: ADVISORY COUNCIL, PROVIDE INPUT ON SUGGESTIONS FOR PATIENT CARE; (11) NORWALK ST PAUL CLASS OF 1978, INVESTMENT RELATED: NO, SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: CLASS REUNION COMMITTEE, STARTED:01/2023, POSITION/TITLE/RELATIONSHIP: PRESIDENT, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, DUTIES: ORGANIZE CLASS REUNION GATHERING; 12) NAME OF OTHER BUSINESS: JEFF COLVIN FOR COMMISSIONER; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: POLITICAL; START: 12/2023; TITLE: HURON COUNTY COMMISSIONER; APX # OF HRS/WK & DUR TRD HRS: 25; DUTIES: RUNNING FOR HURON COUNTY COMMISSIONER; 13) NAME OF OTHER BUSINESS: HURON COUNTY COMMUNITY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 12 BENEDICT AVE NORWALK, OH 44857; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP CONNECTING DONORS TO COMMUNITY NEEDS, HELP
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey David Colvin'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®
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 269 W Main St Ste 101, Norwalk, OH 44857RIA
CRD#: 105644
NORWALK, OH
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 269 W Main St Ste 101, Norwalk, OH 44857BD
CRD#: 13572
Norwalk, OH
Past
September 3, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
January 26, 2010 - September 3, 2013
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
NORWALK, OH
Past
May 8, 2003 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
NORWALK, OH
Past
October 27, 2000 - May 2, 2003
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
September 29, 1997 - December 31, 1998
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Alaska(12/17/2018)
RR
Ohio(9/3/2013)
IAR
Ohio(6/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Norwalk, OH 44857TRUST BUT VERIFY
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