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Jeremy Michael Shevlin

Toro West Capital Advisors

Louisville, CO

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Current Employers
Toro West Capital Advisors

357 Mccaslin Blvd., Suite 200, Louisville, CO 80027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-31
CO RA APPROVED 2025-12-17
  • TX RA
    APPROVED
    Since 2026-03-31
  • CO RA
    APPROVED
    Since 2025-12-17

Branch Locations

357 Mccaslin Blvd., Suite 200, Louisville, CO 80027 • 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
Crestone Securities Llc Boulder CO 07/2004 12/2018
Crestone Asset Management Llc Boulder CO 07/2004 12/2018
Cresset Asset Management, Llc Denver CO 01/2019 05/2020
Aveo Capital Partners Greenwood Village CO 08/2020 06/2024
Toro West Capital Advisors Louisville CO 07/2024 Present
  • 07/2004 → 12/2018
    Crestone Securities Llc
    Boulder, CO
  • 07/2004 → 12/2018
    Crestone Asset Management Llc
    Boulder, CO
  • 01/2019 → 05/2020
    Cresset Asset Management, Llc
    Denver, CO
  • 08/2020 → 06/2024
    Aveo Capital Partners
    Greenwood Village, CO
  • 07/2024 → Present
    Toro West Capital Advisors
    Louisville, CO
Previous Registrations
  • 2020-08-10 → 2024-07-10
    Aveo Capital Partners, Llc
    Englewood, CO
  • 2019-01-17 → 2020-04-24
    Cresset Asset Management, Llc
    Denver, CO
    Chicago, IL
    Denver, CO
  • 2017-01-24 → 2019-01-02
    Crestone Asset Management Llc
    Boulder, CO
  • 2005-07-11 → 2016-12-31
    Crestone Asset Management Llc
    Boulder, CO
Other Businesses

Chaingate Capital LLC, Investment Related, 0-1 hours month devoted, General Partner. Chaingate is the advisor to a private fund.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-04-19
  • S63 Uniform Securities Agent State Law Examination
    2005-04-19
Designations
Other Names
  • Jeremy Shevlin

View on SEC IAPD

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