Jeffrey Patrick Euting

Employer firm

Cgn Advisors, LLC CRD 159359

$1.60B regulatory AUM 999 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 02/2015 → Present
  Cgn Advisors, Llc
  Avon, CT

Previous Registrations

• 2012-03-03 → 2015-02-10
  Pinnacle Investment Management Inc
  Simsbury, CT
• 2002-10-30 → 2012-03-03
  Stewardship Capital
  Simsbury, CT
  Simsbury, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-09
• S63 Uniform Securities Agent State Law Examination
  2002-07-23

Designations

• Certified Financial Planner

Other Names

• Jeff Euting