Jeffrey Paul Couzens

Current Employers

Employment History

• 01/2004 → 06/2022
  Karn Couzens And Associates, Inc.
  Farmington, CT
• 10/1999 → 05/2022
  Royal Alliance Associates, Inc.
  Farmington, CT
• 05/2022 → Present
  Cwm, Llc Dba Carson Partners
  Farmington, CT
• 05/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2020 → Present
  Kca Realty
  Farmington, CT
• 03/2013 → 12/2023
  Griswald Realty Llc
  Wethersfield, CT
• 05/2012 → Present
  Zenu Realty Llc
  Wethersfield, CT
• 04/2013 → 05/2023
  The Chez Est, Llc
  Hartford, CT
• 08/2022 → Present
  Shanuk Holdings, Llc
  Wallingford, CT
• 10/2024 → Present
  Dibble Realty Llc,
  Wesley Chapel, FL

Previous Registrations

• 2004-04-14 → 2022-05-12
  Karn, Couzens & Associates, Inc.
  Farmington, CT

Other Businesses

1.CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OFBUSINESS:SEC REGISTERED INVSTMNT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING &ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 04/2022 APX NUMBER OF HRS PER WEEK: 40 APXNUMBER OF HRS DURING TRADING HOURS: 32.5 DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS ANADVISOR. 2.FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATIONNATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/1998 APX NUMBER OF HRS PER WEEK: 1 APX NUMBER OF HRS DURING TRADING HOURS: 1POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES &LONG-TERM CARE 3. JEFFREY COUZEN INVSTMNT RELATED: NO ADDRESS: WALLINGFORD, CT NATURE OF BUSINESS: TRUSTEE START DATE: 07/2020POSITION/TITLE/RELATIONSHIP: TRUSTEE FOR BUSINESS PARTNER APX NUMBER OF HRS PER WEEK: MINIMAL APX NUMBER OF HRS DURING TRADINGHOURS: 0 BRIEF DESCRIPTION OF DUTIES: RECEIVE ANNUAL GIFT TO TRUST/ PAY PREMIUMS/ MONITOR INSURANCE, PERIODICALLY REQUOTE INFORCECOVERAGE 4. : WAGTIME PLAY AND STAY LLC, INVSTMNT RELATED: NO ADDRESS: 60 BEAVER ROAD WETHERSFIELD CTNATURE OF BUSINESS: DOG DAY CARE & BOARDING START DATE: 05/2018 POSITION/TITLE/RELATIONSHIP:MANAGING MEMBER APX NUMBER OF HRS PERWEEK: 0 APX NUMBER OF HRS DURING TRADING HOURS: 0 DUTIES: CO-OWN THIS BUSINESS WITH MY BROTHER. I HAVE NOACTIVE ACTIVITY, THIS ACTIVITY IS PASSIVE. 5. CWM, LLC D/B/A CARSON GROUP HOLDINGS INVSTMNT RELATED: YESADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2022 POSITION/TITLE/RELATIONSHIP: WEALTHADVISOR APX NUMBER OF HRS PER WEEK: 40 APX NUMBER OF HRS DURING TRADING HOURS: 40 DUTIES: WILL BE PROVIDINGBROKERAGE & ADVISORY SERVICES TO CLIENTS WHEN NEEDED 6. KCA REALTY INVSTMNT RELATED: NO ADDRESS: 10MELROSE DRIVE FARMINGTON, CT NATURE OF BUSINESS:REALTY HOLDING COMPANY START DATE: 06/2020 POSITION/TITLE/RELATIONSHIP: MANAGINGPARTNER APX NUMBER OF HRS PER WEEK: .5 APX NUMBER OF HRS DURING TRADING HOURS: .5 DUTIES: MANAGE REAL ESTATECONDO, RECEIVE RENTAL INCOME, DEPOSIT TO BANK, PAY CONDO FEES & TAXES 7. ZENU REALTY LLC, INVSTMNT RELATED: YES ADDRESS: 60BEAVER ROAD WETHERSFIELD CT NATURE OF BUSINESS:OWNS & MANAGES A PORTFOLIO OF RENTAL REAL ESTATE START DATE: 05/2012POSITION/TITLE/RELATIONSHIP:MANAGING MEMBER APX NUMBER OF HRS PER WEEK: .5 APX NUMBER OF HRS DURING TRADING HOURS: 40 DUTIES: OWN AND MANAGE PORTFOLIO OF RENTAL REAL ESTATE 8. NAME OF OTHER BUSINESS: SHANUK HOLDINGS, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: HOLDING COMPANY, START DATE: 08/2022, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR CARSON PARTNERS STOCK; 9. NAME OF OTHER BUSINESS: KC FINANCIAL, INC.; INVESTMENT RELATED: NO; ADDRESS: 10 MELROSE DRIVE FARMINGTON, CT 06032; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY TO PAY FEES TO MANINTAIN ENTITY; 10. NAME OF OTHER BUSINESS: DIBBLE REALTY LLC, INVESTMENT RELATED: NO, ADDRESS: 7008 BRADBURY CIRCLE, WESLEY CHAPEL, FL 33545, NATURE OF BUSINESS: REAL ESTSTE, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REAL ESTATE MANAGEMENT; COLLECT RENTS, PAY EXPENSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-28
• S63 Uniform Securities Agent State Law Examination
  1999-10-02

Designations

Other Names

• Jeffrey P Couzens