Jeffrey Karl Von Colln

Employer firm

Von Colln Financial Group CRD 284481

$101M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 03/2004 → Present
  Lpl Financial, Llc (Formerly: Linsco Private Ledger)
  Ogden, UT
• 08/2016 → Present
  Jeff Von Colln, Pc
  Ogden, UT
• 11/2016 → Present
  Von Colln Financial Group
  Ogden, UT

Previous Registrations

• 1997-04-22 → 2004-04-06
  Citigroup Global Markets Inc.
  Ogden, UT

Other Businesses

(1) 3/7/2012: Von Colln Properties, LLC - Investment Related - 204 Historic 25th Street, OGDEN, UT 84401-2683 - Real Estate Rental - Time Spent 1% - VON COLLN PROPERTIES LLC IS THE COMPANY I OWN THE BUILDING IN WHICH I DO BUSINESS. I HAVE 3 TENANTS, NONE OF WHICH ARE CLIENTS OF LPL. IT IS REAL ESTATE HOLDING LLC ONLY. (2) 4/11/2014: Von Colln Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (3) 5/29/2014: Jeff Von Colln, PC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2004 - 160 Hours Per Month During Securities Trading. (4) 11/11/2016: Von Colln Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Stated 09/07/16 - 150 Hours Per Month/130 Hours During Securities Trading - IAR - I provide investment advisory services through Von Colln Financial Group, an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 150 hours per month] on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 3/31/2021 - Historic Kokomo Club - Not Investment Related - 216 Historic 25th St Ogden, Utah 84401 - Other-Bar or Tavern - Owner - Start Date: 12/1/2020 - 10 Hours Per Month/0 Hours During Securities Trading. (6) 10/25/2024 - The Red Light Bar - Other - Bar or Tavern - Owner - Not Investment Related - 130 25th Street, Ogden, Utah 84401 - Start Date 08/22/2024 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-28
• S63 Uniform Securities Agent State Law Examination
  1995-12-01

Designations

• Certified Financial Planner

Other Names

• Jeff Voncollin
• Jeffrey Voncolln
• Jeffrey Karl Voncolln