Jefferson Richard Jewell
Chief Operating Officer/Chief Compliance OfficerVenturi Wealth Management, LLCCRD 5918668
About Jefferson Richard Jewell
Jefferson Richard Jewell is listed as Chief Operating Officer/Chief Compliance Officer at Venturi Wealth Management, LLC in Boise, ID. Form ADV reports a beneficial ownership band of Under 5%. Jefferson Richard Jewell is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Venturi Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jefferson Richard Jewell work?
Jefferson Richard Jewell is listed as Chief Operating Officer/Chief Compliance Officer at Venturi Wealth Management, LLC on SEC Form ADV.
How much of Venturi Wealth Management, LLC does Jefferson Richard Jewell own?
Form ADV reports a beneficial ownership band of Under 5%.
Venturi Wealth Management, LLC
| Title | Chief Operating Officer/Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
The Caprock Group, LLC
| Title | Chief Operating Officer / Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |