Investment adviser representative · Compass Wealth Management, LLC
Jeffrey R. Seiter
CRD 6849883 · Cumming, GA
At a glance
Jeffrey R. Seiter is an investment adviser representative with Compass Wealth Management, LLC in Cumming, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2018, about 7 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Compass Wealth Management, LLCSince August 2023Cumming, GA · State-registered or not in the SEC’s list
- Strategic Blueprint, LLCSince November 2018Rutherford, NJ · $2.5B in regulatory assets
SEC adviser record
- Registered since
- 2018 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.