Jeremy Michael Shevlin

Employer firm

Toro West Capital Advisors CRD 331265

$246M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  2005-04-19

Designations

• Certified Financial Planner

Other Names

• Jeremy Shevlin