Jeffrey Martin Deuel

Supreme Alliance LLC

30 Years of Experience

20 DisclosuresBroker

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management

Supreme Alliance LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

78 clients

Average Client Portfolio

$234K average

Assets Under Management

$18.3M

Fee Structure

Minimum Investment:$25K

Location

Charlotte, NC

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History

Regulatory History (20)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

October 2024

Regulatory

March 2018

Final

Judgment / Lien

February 2018

Judgment / Lien

February 2018

Judgment / Lien

May 2017

Judgment / Lien

January 2017

Judgment / Lien

December 2016

Judgment / Lien

October 2016

Judgment / Lien

July 2016

Judgment / Lien

October 2015

Judgment / Lien

April 2015

Judgment / Lien

November 2014

Judgment / Lien

October 2013

Judgment / Lien

October 2012

Judgment / Lien

October 2012

Judgment / Lien

May 2012

Judgment / Lien

October 2011

Judgment / Lien

June 2011

Judgment / Lien

October 2005

Judgment / Lien

August 1994

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Other Business Activities

Jeffrey is involved in several business activities, including Crimson Bear Roasting (a coffee roasting retail/wholesale business), sales at West Marine (taking about a third of his time), and The Deuel Group (financial services, full-time). The Deuel Group is considered business-related and involves financial services.