Jeffrey David Colvin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1984 → Present
  Jeff Colvin Cpa
  Norwalk, OH
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2023 → Present
  Colvin, Norlander & Associates
  Norwalk, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-01-26 → 2013-09-03
  Walnut Street Securities, Inc.
  Norwalk, OH
  Norwalk, OH

Other Businesses

(1) JEFF COLVIN CPA DBA COLVIN TAX SERVICE ; NOT INVESTMENT RELATED ; SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CPA ACCOUNTING,CONSULTATION AND TAX PREPARATION SERVICES, STARTED: 11/1984; OWNER / CPA APX 40 HOURS PER WEEK, 32.5 DRUNG TRADING HOURS: DUTIES: PREPARE INCOME TAX RETURNS AND FINANCIAL STATEMENTS FOR INDIVIDUALS AND BUSINESSES, (2): MAPLE CITY PROFESSIONAL SERVICES DBA COLVIN ENTERPRISES ; INVESTMENT RELATED: NO SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROPERTY MANAGEMENT ; STARTED: 05/1990; PRESIDENT ; APX 5 HOURS PER WEEK, DURING TRADING HOURS; DUTIES: PROPERTY MANAGEMENT DUTIES ; (3) ELECT TODD CORBIN FOR SHERIFF COMMITTEE ; INVESTMENT RELATED: NO ; SAME AS REGISTERED ADDRESS ; NATURE OF BUSINESS: CAMPAIGN COMMITTEE ; STARTED: 1/2017 ; LESS THAN 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS; TREASURER DUTIES: COMPLETE AND FILE CAMPAIGN REPORTS, MAINTAIN FINANCIAL ACTIVITY OF CAMPAIGN (4) WHITNEY FIELD IMPROVEMENT COMMITTEE; INVESTMENT RELATED: NO 269 W MAIN ST, NORWALK, OH 44857; NATURE OF BUSINESS: NON PROFIT / MAINTAIN FOOTBALL AND TRACK FACILITIES; STARTED: 12/2010; SECRETARY / TREASURER; LESS THAN 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS; DUTIES: MAINTAIN FINANCIAL ACTIVITY (5) JEFF COLVIN EQUIPMENT RENTAL; INVESTMENT RELATED: NO; 269 W MAIN ST, NORWALK, OH 44857; NATURE OF BUSINESS: EQUIPMENT RENTAL; STARTED: 08/2011; OWNER; LESS THAN ONE HOUR PER WEEK, NOT DURINMG TRADING HOURS; DUTIES: BUSINESS IS NOT ACTIVE BUT STILL REGISTERED WITH THE STATE OF OHIO; (6) COLVIN, NORLANDER & ASSOCIATES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX SERVICE; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: CPA; APX 10 HOUIRS PER WEEK, DURING TRADING HOURS; DUTIES: INCOME TAX PREP; (7) HURON COUNTY COMMISSIONERS; INVESTMENT RELATED: NO; 180 MILAN AVE NORWALK, OH 44857; NATURE OF BUSINESS: COMMISSION BOARD; STARTED: 1/2023; COUNTY COMMISSION MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; DUTIES: PROVIDE RESOLUTIONS TO ZONING VARIANCE; (8) HURON COUNTY REPUBLICAN PARTY; INV RELATED: NO; 180 MILAN AVE NORWALK, OH 44857; NATURE OF BUSINESS: POLITICAL; STARTED: 1/2023; POSITION/TITLE/RELATIONSHIP: CENTRAL COMMITTEE MEMBER; APX # OF HRS PER WK: VARIES; APX # OF HRS DURING TRADING HRS: VARIES; DUTIES: RESPONSIBLE FOR DEVELOPING & PROMITING REPUBLICAN BRAND & PLATFORM; (9) FISHER TITUS MEDICAL CENTER; INV RELATED: NO; 272 BENEDICT AVE NORWALK, OH 44857; NATURE OF BUSINESS: HEALTHCARE ; STARED: 1/2023; ADVISORY COUNCIL; APX # OF HRS PER WEEK: VARIES; APX # OF HRS DUR TRADING HRS: VARIES; DUTIES: ADVISORY COUNCIL, PROVIDE INPUT ON SUGGESTIONS FOR PATIENT CARE; (10) NORWALK ST PAUL CLASS OF 1978, INVESTMENT RELATED: NO, SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: CLASS REUNION COMMITTEE, STARTED:01/2023, POSITION/TITLE/RELATIONSHIP: PRESIDENT, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, DUTIES: ORGANIZE CLASS REUNION GATHERING; 11) NAME OF OTHER BUSINESS: JEFF COLVIN FOR COMMISSIONER; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: POLITICAL; START: 12/2023; TITLE: HURON COUNTY COMMISSIONER; APX # OF HRS/WK & DUR TRD HRS: 25; DUTIES: RUNNING FOR HURON COUNTY COMMISSIONER; 12) NAME OF OTHER BUSINESS: HURON COUNTY COMMUNITY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 12 BENEDICT AVE NORWALK, OH 44857; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP CONNECTING DONORS TO COMMUNITY NEEDS, HELP

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-21

Other Names

• Jeff Colvin