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Jeffrey Francis Cowley

Citizens Private Wealth

Tarrytown, NY

St. Louis, MO

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Current Employers
Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-07
  • MO RA
    APPROVED
    Since 2025-03-07

Branch Locations

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

St. Louis, MO • 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
Truist Wealth Richmond VA 04/2014 08/2020
Unemployed Richmond VA 09/2020 06/2021
Central Trust Company St. Louis MO 07/2021 03/2024
Unemployed St. Louis MO 03/2024 11/2024
Clarfeld Financial Advisors Llc St. Louis MO 11/2024 Present
Citizens Bank Na St. Louis MO 11/2024 Present
  • 04/2014 → 08/2020
    Truist Wealth
    Richmond, VA
  • 09/2020 → 06/2021
    Unemployed
    Richmond, VA
  • 07/2021 → 03/2024
    Central Trust Company
    St. Louis, MO
  • 03/2024 → 11/2024
    Unemployed
    St. Louis, MO
  • 11/2024 → Present
    Clarfeld Financial Advisors Llc
    St. Louis, MO
  • 11/2024 → Present
    Citizens Bank Na
    St. Louis, MO
Designations

View on SEC IAPD

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MARTONE CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
DISCIPLINE WEALTH SOLUTIONS, INC.
LPL FINANCIAL LLC

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Dylan Tuttle

Other Offices

PARK AVENUE SECURITIES LLC · TARRYTOWN, NY
FIFTH THIRD WEALTH ADVISORS LLC · Tarrytown, NY
BROWNSON, REHMUS & FOXWORTH, INC. · Tarrytown, NY
THE CAPITAL PRESERVE, INC. · TARRYTOWN, NY
MARTONE CAPITAL MANAGEMENT, INC. · TARRYTOWN, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Tarrytown, NY
DISCIPLINE WEALTH SOLUTIONS, INC. · TARRYTOWN, NY
LPL FINANCIAL LLC · TARRYTOWN, NY

More in Tarrytown, NY

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