Jeremy M. Shevlin

TORO WEST CAPITAL ADVISORS

LOUISVILLE, CO 80027

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CRD#: 4839266

Professional summary

Jeremy Michael Shevlin, CFP®, who also goes by Jeremy Shevlin, is a registered financial advisor currently at TORO WEST CAPITAL ADVISORS located in Louisville, Colorado.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeremy has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Shevlin

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.

Chaingate Capital LLC, Investment Related, 0-1 hours month devoted, General Partner. Chaingate is the advisor to a private fund.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Michael Shevlin's CRS (Customer Relationship Summary).

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: 2004

Experience

Current

July 9, 2024 - Present

TORO WEST CAPITAL ADVISORS

Office #1: 357 Mccaslin Blvd., Suite 200, Louisville, CO 80027

RIA

CRD#: 331265

LOUISVILLE, CO

Past

August 10, 2020 - July 10, 2024

AVEO CAPITAL PARTNERS, LLC

RIA

CRD#: 157728

ENGLEWOOD, CO

Past

January 17, 2019 - April 24, 2020

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

Denver, CO

Past

January 24, 2017 - January 2, 2019

CRESTONE ASSET MANAGEMENT LLC

RIA

CRD#: 108581

BOULDER, CO

Past

July 11, 2005 - December 31, 2016

CRESTONE ASSET MANAGEMENT LLC

RIA

CRD#: 108581

BOULDER, CO

Past

October 28, 2004 - December 10, 2018

CRESTONE SECURITIES LLC

CRD#: 103981

BOULDER, CO

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".

TORO WEST CAPITAL ADVISORS

TORO WEST CAPITAL ADVISORS | TORO WEST CAPITAL ADVISORS, LLC

CRD#: 331265 / SEC#: 801-130476

RIA

Registered Investment Advisory firm - (6/14/2024 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(7/9/2024)

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.

Exams

State Security Law Exam

Series 63

Date: 4/19/2005

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: 10/25/2004

General Securities Representative Examination

Current Firm

TORO WEST CAPITAL ADVISORS

TORO WEST CAPITAL ADVISORS | TORO WEST CAPITAL ADVISORS, LLC

CRD#: 331265 / SEC#: 801-130476

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

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Contact information

Main Address

357 Mccaslin Blvd., Suite 200, Louisville, CO 80027

Mailing Address

Phone number

(720) 319-8517

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TORO WEST CAPITAL ADVISORS ADV PART 2A 5-2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	326
AUM (Assets Under Management)	$ 208,315,075

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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Advisor Monitoring

Firm Stability Insights

Jeremy M. Shevlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Michael Shevlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVEO CAPITAL PARTNERS, LLC

CRESSET ASSET MANAGEMENT, LLC

CRESTONE ASSET MANAGEMENT LLC

CRESTONE ASSET MANAGEMENT LLC

CRESTONE SECURITIES LLC

Primary Firm SEC Registration

TORO WEST CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 4/19/2005

SIE

Date: 10/1/2018

Series 7

Date: 10/25/2004

Current Firm

TORO WEST CAPITAL ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TORO WEST CAPITAL ADVISORS

TRUST BUT VERIFY

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