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JC

Jeffrey H. Collings

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CRD#: 4490784
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 Howard Collings was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2002. Jeffrey had worked at 2 firms and has passed the Series 66 exam.

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

February 21, 2012 - June 27, 2012

FORESEE MANAGEMENT, LLC

RIA
CRD#: 150406
SOUTH JORDAN, UT
Past

July 14, 2010 - December 31, 2011

FORESEE MANAGEMENT, LLC

RIA
CRD#: 150406
DRAPER, UT
Past

April 17, 2008 - July 2, 2010

JEMICO, INCORPORATED

RIA
CRD#: 118013
DRAPER, UT
Past

April 11, 2002 - March 27, 2008

JEMICO, INCORPORATED

RIA
CRD#: 118013
DRAPER, UT

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
IAR
Series 66
Date: 7/21/1999
Uniform Combined State Law Examination

Current Firm


FM
FORESEE MANAGEMENT, LLC
FORESEE MANAGEMENT, LLC

CRD#: 150406 / SEC#: 801-70281

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Contact information


Main Address
10808 S. River Front Parkway Suite 350, South Jordan, UT 84095
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORESEE FEBRUARY, 2012 (3/27/2012)

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


FORESEE MANAGEMENT, LLC

CRD#: 150406

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