Jeffrey Lynn Tiona

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-26
CO	RA	APPROVED	2015-09-30

TX RA
APPROVED_RES

Since 2026-03-26
CO RA
APPROVED

Since 2015-09-30

Branch Locations

Colorado Springs, CO • 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

Organization	City	State	From	To
Commonwealth Financial Network	San Diego	CA	09/2015	Present

09/2015 → Present

Commonwealth Financial Network

San Diego, CA

Previous Registrations

2000-10-19 → 2015-09-30

Avantax Advisory Services

Ft. Collins, CO

Other Businesses

1. Fixed Insurance Sales; as of 10/01/2015; Less than 1% of time spent during business hours; Conducted at Branch; Investment Related 2. Tiona Financial Services, LLC; Owner of Operating Company; as of 12/30/2004; 99% of time spent during business hours; Investment Related; Conducted at branch. 3. Co-Owner of rental property located in Colorado Springs, CO, as of 12/01/2019; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-02-26
S63	Uniform Securities Agent State Law Examination	1995-12-14

S65 Uniform Investment Adviser Law Examination

1997-02-26
S63 Uniform Securities Agent State Law Examination

1995-12-14

View on SEC IAPD