JT
JT

Jeffery Edward Townsend

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

2761 W. 120th Ave., Suite 200, Westminster, CO, 80234

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffery is the President of Townsend Capital LLC, a real estate/leasing company, and CEO of Townsend & Associates, Inc., an RIA. He also works as an insurance agent/owner for Townsend & Associates, Inc. to secure life insurance and variable annuities for clients if needed, and is a board member for Country Club Village.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2025 - Present · 7 mos
Townsend
January 1999 - Present · 27 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - July 2025 · 1 yr 1 mo
Townsend & Associates, INC.
January 1999 - December 2003 · 4 yrs 11 mos
Securities America, INC.Broker
January 1995 - June 2024 · 29 yrs 5 mos
Consolidated Investment Services, INC.Broker
February 1992 - February 1995 · 3 yrs
Gdn Securities, LTD.Broker
December 1991 - January 1992 · 1 mo
Monarch Securities, INC.Broker
August 1986 - October 1990 · 4 yrs 2 mos
State Registrations29 states
AKARAZCACOFLIDILKSMIMNMOMSMTNCNDNENMOHOKORPASDTNTXUTWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.