| Advisor Profile |
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| Disclaimer |
| Advisory services offered through Envision Investment Advisors, LLC. A SEC registered Advisor.
Phase 2 Investment Advisers, LLC and Envision Investment Advisors, LLC are not affiliated. |
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Business Description |
As an Investment Adviser Representative, Jeff works with area individuals, families and organizations as a Financial Education Resource to build financial literacy throughout the community. He is committed to providing a positive client experience within the financial services industry by providing a faith-based perspective to finances, timely client support services, financial education without product specifics and maintaining the highest standards of ethics and professional knowledge.
As an active member of the community, Jeff volunteers with Love INC in the Allegan area as a Budgeting Instructor, helping people get their financial lives back in order. Assisting other’s development is a key component to another volunteer pursuit, Toastmasters International. Jeff is currently the Immediate Past President of the GVSU Downtown Club, and was recently recognized through their Competent Communicator program.
Jeff holds his FINRA series 7, 63 and 65 registrations as well as a Life, Accident & Health Insurance license. With a majority of his clients located in West Michigan, Jeff also holds a non-resident insurance license in Indiana. |
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General Information |
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| Insurance License#: |
0296268
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| Name of Broker/Dealer: |
Envision Advisor Group
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| Name of Custodial Firm: |
Pershing
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| Years of Experience in Financial Services: |
6
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
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Education |
| Academic Background |
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B.S. - Political Science with Advocacy Emphasis from Grand Valley State University, 1996
B.S. - History from Grand Valley State University, 1996 |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Insurance, Annuities, Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Educator (CFE)
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| Securities Licenses: |
Series 63, Series 7, Series 65
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| Insurance and Annuity Licenses: |
Accident, Disability, Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Health
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| Financial Organization Memberships: |
Kingdom Advisors, National Ethics Bureau
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| Non-Financial Organization Memberships: |
Toastmasters International
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
450
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| Firm's Number of Planning Clients: |
50
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| Firm's Number of Managed Clients: |
125
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| Assets Managed by Firm: |
$7,500,000
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| Advisor's Number of Clients: |
78
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| Advisor's Number of Managed Clients: |
70
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| Advisor's Number of Planning Clients: |
8
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| Assets Managed by Advisor: |
$5,000,000
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Compliance |
| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Fee % Based on Assets: |
1.5%
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| Flat Fee Rate: |
$99-10,000
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| Minimum Fee Charged for Managed Accounts: |
1.5%
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| Minimum Fee Charged for Hourly Planning Accounts: |
$600
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| Minimum Fee Charged for Flat Fee Accounts: |
$99
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| Prepared By: |
Jeff Cortright |
Frequently Asked Questions |
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