Jeffrey Brian Coontz
Investment adviser representative at Prudent Investor Advisors, LLC
22 yearsExperience
2 statesRegistered in
$1.3BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Prudent Investor Advisors, LLCNov 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Prudent Investor Advisors, LLC
$1.3BAssets managed
230Clients
4Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2333418
- Firm CRD
- 121922