Jeffrey R. Black

BLACK CAPITAL

Cortez, CO 81321

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CRD#: 6135826

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Black

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ryan Black'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®

None

Experience

Current

March 12, 2013 - Present

BLACK CAPITAL, LLC

Office #1: 525 N. Broadway, Cortez, CO 81321

RIA

CRD#: 166125

Cortez, CO

Past

March 12, 2013 - December 31, 2014

BLACK CAPITAL, LLC

RIA

CRD#: 166125

CORTEZ, CO

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
(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

State Security Law Exam

IAR

Series 65

Date: 11/3/2012

Uniform Investment Adviser Law Examination

Current Firm

BLACK CAPITAL, LLC

CRD#: 166125 / SEC#:

Colorado

Registered Investment Advisory firm - (3/12/2013 Approved)

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Contact information

Main Address

525 N. Broadway, Cortez, CO 81321

Mailing Address

Phone number

(970) 458-5333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 762,800

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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Jeffrey R. Black

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BLACK CAPITAL, LLC

BLACK CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2012

Current Firm

BLACK CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLACK CAPITAL, LLC

TRUST BUT VERIFY

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