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Member/chief Compliance Officer · Prudent Investor Advisors, LLC

Jeffrey B. Coontz

CRD 2333418 · Named on Form ADV at one SEC-registered adviser

At a glance

Prudent Investor Advisors, LLC, an SEC-registered asset manager based in Folsom, CA with $1.3 billion in regulatory assets, lists Jeffrey B. Coontz on its Form ADV as Member/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.