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Jeffrey Ryan Black

BLACK CAPITAL
CORTEZ, CO
·CRD# 6135826·14 years experience

Professional Summary

Jeffrey Ryan Black, who also goes by Jeff Black, is a registered financial advisor currently at BLACK CAPITAL, LLC located in Cortez, Colorado. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeff Black

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

14 years in the financial services industry

Current & Past Employments

Current

BLACK CAPITAL, LLCCurrent·CRD# 166125
RIA
525 N. Broadway, Cortez, CO 81321
March 12, 2013 - Present

Past

BLACK CAPITAL, LLCPast·CRD# 166125
RIA
Cortez, CO
March 12, 2013 - December 31, 2014

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Current Firm

BC
BLACK CAPITAL, LLC

BLACK CAPITAL, LLC

CRD#: 166125
Colorado
Registered Investment Advisory firm - Colorado (3/12/2013 Approved)

Contact Information

Main Address

525 N. Broadway, Cortez, CO 81321

Phone Number

(970) 458-5333

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

10

AUM (Assets Under Management)

$1,085,200

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

ASSISTANT PROFESSOR - UNIVERSITY OF MEMPHIS; 20 TO 30 HOURS A WEEK; MEMPHIS, TENNESSEE; NON-INVESTMENT RELATED; SOME DURING MARKET HOURS.

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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.
IAR
Colorado
(3/12/2013)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2012About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ryan Black's CRS (Customer Relationship Summary).

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