Jeffrey Todd Hussey
Investment adviser representative at Cwc Advisors, LLC
35 yearsExperience
3 statesRegistered in
CFADesignation
$445.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Cwc Advisors, LLCJan 2024 to now
- Investors Portfolio Services LLCMay 2021 to Jan 2024
- UnemployedNov 2018 to Apr 2021
- Russell Investments Financial Services, LLCDec 2006 to Oct 2018
- Frank Russell CompanyMay 1991 to Oct 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, WA).
Cwc Advisors, LLC
$445.3MAssets managed
232Clients
5Advisers
23 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
- 4566370
- Firm CRD
- 127739