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Jeffrey Brian Coontz

Prudent Investor Advisors, LLC

Folsom, CA

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Current Employers
Prudent Investor Advisors, Llc

101 Parkshore Drive, Suite 100, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-04-10
CA RA APPROVED 2004-11-22
  • TX RA
    APPROVED_RES
    Since 2018-04-10
  • CA RA
    APPROVED
    Since 2004-11-22

Branch Locations

101 Parkshore Drive, Suite 100, Folsom, CA 95630 • 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
Prudent Investor Advisors, Llc Chico CA 11/2004 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-27
  • S63 Uniform Securities Agent State Law Examination
    1993-12-27

View on SEC IAPD

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Other Offices

U.S. BANCORP ADVISORS, LLC · Folsom, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOLSOM, CA
J.P. MORGAN SECURITIES LLC · FOLSOM, CA
MONETA VENTURES, LLC · FOLSOM, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Folsom, CA
LPL FINANCIAL LLC · FOLSOM, CA
LPL FINANCIAL LLC · FOLSOM, CA
WELLS FARGO CLEARING SERVICES, LLC · FOLSOM, CA

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