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Jeffrey Charles Van Fossen

Ancora Private Wealth Advisors, LLC

Cleveland, OH

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Current Employers
Ancora Private Wealth Advisors, Llc

6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2006-05-30
  • OH RA
    APPROVED
    Since 2006-05-30

Branch Locations

6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • 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
OrganizationCityStateFromTo
Inverness Investment Group, Llc Beachwood OH 05/2006 Present
  • 05/2006 → Present
    Inverness Investment Group, Llc
    Beachwood, OH
Previous Registrations
  • 2001-06-01 → 2006-12-07
    Northern Trust Bank Fsb
    Cleveland, OH
Other Businesses

I AM CURRENTLY A MINORITY MEMBER/OWNER OF INVERNESS HOLDINGS LLC AS OF 9/1/09. INVERNESS HOLDINGS IS A HOLDING COMPANY OF INVERNESS INVESTMENT GROUP LLC, INVERNESS SECURITIES LLC, INVERNESS ADVISORS LLC AND INVERNESS LIFE SERVICES LLC. I DO NOT HAVE ANY CURRENT DUTIES, MANAGEMENT OR SUPERVISORY RESPONSIBILITIES FOR ANY OF THE ENTITIES THAT INVERNESS HOLDINGS ENCOMPASSES.

Designations

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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