Jed Lee Kutzen

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Prospera Financial Services, Inc.

5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2014-07-01

MA RA
APPROVED

Since 2014-07-01

Branch Locations

Melrose, MA • United States

5429 Lbj Freeway Suite 750, Dallas, TX 75240 • UNITED STATES

5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Prospera Financial Services	Dallas	TX	06/2014	Present

06/2014 → Present

Prospera Financial Services

Dallas, TX

Previous Registrations

2005-09-29 → 2014-06-20

Lpl Financial Llc

San Francisco, CA

Winchester, MA

Melrose, MA

San Rafael, CA

Other Businesses

Mr. Kutzen is a Financial Advisor for Kutzen Financial located at 160 Upham St. Melrose, MA 02176. This business is investment related spending >60% of his weekly time conducting this business.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-28

S66 Uniform Combined State Law Examination

2005-09-28

View on SEC IAPD