JC
Jeffrey L. Collyer
BANKERS LIFE ADVISORY SERVICES
Denver, CO 80207
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CRD#: 6666450
JC
Professional summary
Jeffrey Lee Collyer, who also goes by Jeffrey Collyer, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Denver, Colorado and BANKERS LIFE SECURITIES, INC. located in Denver, Colorado.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jeffrey has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Collyer
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.
BANKERS LIFE AND CASUALTY POSITION: Unit Sales Manager NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 75 START DATE: 03/12/2013 ADDRESS: Denver, CO , United States DESCRIPTION: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. COLLYER PROPERTIES LLC POSITION: Partner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2023 ADDRESS: 6661 Millstone Place, Highlands Ranch CO 80130, United States DESCRIPTION: Run the business.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lee Collyer'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®
NoneExperience
Current
September 9, 2020 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3401 Quebec St Ste 6500, Denver, CO 80207RIA
CRD#: 281285
Denver, CO
Current
June 16, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 3401 Quebec Street Ste 6500, Denver, CO 80207BD
CRD#: 173962
Denver, 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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 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(10/19/2023)
RR
Colorado(6/21/2016)
IAR
Colorado(9/9/2020)
RR
Indiana(5/17/2021)
RR
Montana(7/15/2024)
IAR
New Mexico(3/5/2025)
RR
South Dakota(6/12/2025)
RR
Utah(9/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
