Joel Jeffson
STRATEGIC ADVISERS | Vice President, Financial Consultant
MONUMENT, CO
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CRD#: 6198407
Professional summary
Joel Jeffson, CFP®, who also goes by Joel Jacob Jeffson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Monument, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Colorado Springs, Colorado.
Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Joel has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I believe that all clients have a unique story to tell and therefore deserve a tailored financial plan for their personal situations. Clients partner with me, a Certified Financial Planner™, to jointly develop a financial plan that is both flexible and resilient to work toward their personal goals. I am a married father of two and began my second career as a financial advisor after having the privilege of serving 25 years in the US Army as an Infantry and Military Intelligence Officer.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Retirement Income Management
Insurance Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Joel Jacob Jeffson
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joel Jeffson'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®
CFP®
Start date: 2016
Education
US Army Command & General Staff College
Master of Military Art and Science - History
2002
Joint Military Intelligence College
Master of Science - Strategic Intelligence
1997
University of Wisconsin-La Crosse
Bachelor of Science (BS) - History
1988
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5231RIA
CRD#: 104555
MONUMENT, CO
Current
June 10, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908BD
CRD#: 7784
Colorado Springs, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COLORADO SPRINGS, CO
Past
June 29, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COLORADO SPRINGS, CO
Past
February 16, 2016 - May 17, 2016
INVESTMENT PROFESSIONALS, INC.
RIA
CRD#: 30184
COLORADO SPRINGS, CO
Past
February 16, 2016 - May 17, 2016
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
COLORADO SPRINGS, CO
Past
November 26, 2013 - February 16, 2016
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
COLORADO SPRINGS, CO
Past
June 25, 2013 - February 16, 2016
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
COLORADO SPRINGS, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/10/2016)
RR
Arkansas(3/4/2022)
RR
California(2/12/2021)
RR
Colorado(6/10/2016)
IAR
Colorado(3/31/2025)
RR
Florida(8/27/2018)
RR
Idaho(6/3/2020)
RR
Iowa(8/18/2024)
RR
Kansas(6/10/2016)
RR
Kentucky(9/23/2019)
RR
Michigan(9/23/2019)
RR
Minnesota(6/4/2021)
RR
Mississippi(4/8/2026)
RR
Missouri(2/12/2026)
RR
Montana(4/18/2025)
RR
Nebraska(8/13/2021)
RR
New Mexico(6/10/2016)
RR
New York(2/6/2020)
RR
North Carolina(1/29/2020)
RR
Oklahoma(2/7/2020)
RR
South Dakota(12/15/2023)
RR
Texas(6/10/2016)
IAR
Texas(3/31/2025)
RR
Utah(6/10/2016)
RR
Washington(1/4/2019)
RR
Wyoming(9/23/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Monument, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
