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Jeffrey Steven Mansell

Kodiak Capital Advisors LLC

Downey, CA

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Current Employers
Kodiak Capital Advisors Llc

Downey, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Downey, CA • 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
Kodiak Capital Advisors, Llc Downey CA 02/2015 Present
Previous Registrations
  • 2015-05-05 → 2015-12-31
    Kodiak Capital Advisors Llc
    Downey, CA
  • 2009-10-12 → 2011-04-15
    National Planning Corporation
    West Covina, CA
  • 2008-09-22 → 2008-10-03
    Edward Jones
    St Louis, MO
    Mission Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-28
S66 Uniform Combined State Law Examination 2008-09-19
  • S65 Uniform Investment Adviser Law Examination
    2015-03-28
  • S66 Uniform Combined State Law Examination
    2008-09-19
Other Names
  • Jeffery Mansell

View on SEC IAPD

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