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Jeffrey Brian Coontz

Member/Chief Compliance OfficerPrudent Investor Advisors, LLCCRD 2333418

About Jeffrey Brian Coontz

Jeffrey Brian Coontz is listed as Member/Chief Compliance Officer at Prudent Investor Advisors, LLC in Folsom, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Prudent Investor Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Brian Coontz work?

Jeffrey Brian Coontz is listed as Member/Chief Compliance Officer at Prudent Investor Advisors, LLC on SEC Form ADV.

How much of Prudent Investor Advisors, LLC does Jeffrey Brian Coontz own?

Form ADV reports a beneficial ownership band of 50-75%.

Prudent Investor Advisors, LLC

TitleMember/Chief Compliance Officer
Ownership50-75%
Control personYes
Since2007
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