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
| Title | Member/Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2007 |