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Shareholder · Financial Security Management, Inc

Jeffrey S. Torrison

CRD 1695663 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Security Management, Inc, an SEC-registered wealth manager based in Lakewood, CO with $612 million in regulatory assets, lists Jeffrey S. Torrison on its Form ADV as Shareholder.

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
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When each role began
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Each firm’s assets and growth
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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

  • Jeffrey S. LarkinPresident/treasurer/chief Compliance Officer, Financial Security Management, Inc
  • Amy L. TerryVice President, Financial Security Management, Inc

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.