Jeffrey S. Mansell
Professional summary
Jeffrey Steven Mansell, who also goes by Jeffery Mansell, is a registered financial advisor currently at KODIAK CAPITAL ADVISORS LLC located in Downey, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Steven Mansell's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 26, 2018 - Present
KODIAK CAPITAL ADVISORS LLC
May 5, 2015 - December 31, 2015
KODIAK CAPITAL ADVISORS LLC
October 12, 2009 - April 15, 2011
NATIONAL PLANNING CORPORATION
May 26, 2009 - April 15, 2011
NATIONAL PLANNING CORPORATION
September 22, 2008 - October 3, 2008
EDWARD JONES
June 27, 2008 - October 3, 2008
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/26/2018)
Exams
Current Firm
KODIAK CAPITAL ADVISORS LLC
CRD#: 174819 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 4,704,709 |
Red Flags
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