Severin Investments LLC is an independent money management firm serving individuals and
institutions across the United States. We pride ourselves in providing our clients with
unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are
different from the mutual funds and passive investments that most people are presented with when
speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk
tolerance and investment goals. We also offer financial planning and estate planning to help you
leave a legacy for your family.
Make an appointment with a Severin Investments representative today to learn more about how a
diversified portfolio of stocks, bonds, and ETFs can help you reach your financial goals!
General Information |
Firm Start Year: | 2003 | |
No.of Employees: | 5-9 | |
Insurance License#: | PR235493 |
Name of Custodial Firm: | TD Ameritrade, LPL Financial, Folio Instituional |
Number of Years with Current Firm: | 8 |
Work Experience: |
Jeffrey Severin, President of Severin Investments has
been assisting investors for the past 30 years. Mr.
Severin started his career as a Registered Investment
Advisor Representative with John Hancock Financial
Services and moved into advising individuals as Vice
President of Investments at UBS-PaineWebber. His undergraduate degree is in Finance and he has earned his MBA. Severin Investments is a financial firm providing comprehensive financial services for investors. Our services include wealth preservation, investment management and selection, long term care planning, estate planning, and conservatorship and trustee services. To learn more about Severin Investments to www.severinfinancialgroup.wfadv.com CREDENTIALS Series 65; Life & Health Licenses and an MBA. |
I work with the following types of clients: | Individual Investors, Businesses |
Services |
Investment Types: | Stocks, Bonds, Exchange Traded Funds (ETFs), International Investments |
I can meet clients in the following ways: | Via Phone, At my office, At your home, Video Conference, Via Email, At your office |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Annuity, Life, Long Term Care |
Firm Information |
Firm's Number of Clients: | 600 |
Firm's Number of Planning Clients: | 600 |
Firm's Number of Managed Clients: | 600 |
Assets Managed by Firm: | 100,000,000 |
Advisor's Number of Clients: | 600 |
Advisor's Number of Managed Clients: | 600 |
Advisor's Number of Planning Clients: | 600 |
Assets Managed by Advisor: | $110,023,583 |
Compliance |
Registered Investment Advisor: | Yes |
Investment Advisor Representative: | Yes |
I am an acknowledged fiduciary: | Yes |
Compliance Disclosures in Last 5 years: | I have a clean record |
Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
Fee Structure: | Fee-Based |
Compensation Methods: | Hourly, Based on Assets, Flat Fee |
Additional Details on Charges: | Fee Charges vary on account size. |
Minimum Fee Charged for Flat Fee Accounts: | $1,500.00 |
MBA - Finance |
Americas
June 1997-November 2000 |
Securities and Insurance Products: Not Insured by FDIC or any Government Agency>May Lose Value>Not a Deposit of or Guaranteed by the Bank or any Bank affiliate. Investment products and services are offered through Severin Investments LLC.
Jeff Severin, MBA, is the CEO & founder of Severin Investments LLC, a private portfolio management firm founded in 2013. He has over 27 years of investment experience both as a portfolio manager and investment strategist.
In 1991, Jeff started his financial career at John Hancock Financial Services. In 1999, he moved into portfolio management as Vice President of Investments at UBS-PaineWebber and in 2003 he joined Wachovia Securities. At Wachovia Securities, Jeff sat on the PIM platform where he managed 6 strategies of stocks, bonds and ETFs. Jeff then formed Severin Investments, LLC in 2013.Jeffrey gained over 20 years of industry experience at both John Hancock Financial Services and UBS Before opening Severin Investments in 2003. He earned a bachelor's degree in finance and an MBA. Jeffrey holds his Series 65 license as well as his health and life insurance licenses.
Financial Advice & Consulting |
Severin Investments provides financial consulting at an hourly fee. Clients in our managed portfolios are charged a reduced fee, and may even receive complementary consulting services depending on the consulting project. Consulting services include financial planning, recommendations for active 401(k)s, cost basis calculations, and insurance planning. Other consulting services are available upon request. |
Financial Planning for Individuals |
We know that your needs are unique, and we need to understand them in order to provide you with the best possible service. That's why Severin Investments offers complementary investment plans to all of our clients with managed accounts. Comprehensive financial plans are also available at an hourly rate for those who feel more comfortable with extra guidance or have complicated finances. Regardless of where you are in your life, you can count on Severin Investments to help you plan for what's most important to you. |
Financial Planning for Businesses |
Severin Investments LLC can help entrepreneurs and business owners manage, preserve and transfer their wealth. We can also build and manage employee 401k plans or Simplified Employee Pension (SEP) plans. Our personal touch and blended portfolios make us a unique player in the retirement plan industry. |
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Mon. | 8:00 AM - 4:00 PM |
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Tue. | 8:00 AM - 4:00 PM |
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Wed. | 8:00 AM - 4:00 PM |
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Thu. | 8:00 AM - 4:00 PM |
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Fri. | 8:00 AM - 4:00 PM |
ALL |
Check |
PSN Informa Top Gun Manager Award
When: 04/22/2020
Details:St. Louis, MissouriFebruary 18, 2019 Severin Investments has been awarded a PSN Top Guns distinction by Informa Financial Intelligences PSN manager database, North Americas longest running database of investment managers.
...more
St. Louis, MissouriâFebruary 18, 2019â Severin Investments has been awarded a PSN Top Guns distinction by Informa Financial Intelligenceâs PSN manager database, North Americaâs longest running database of investment managers. more
Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria. more
Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.
Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.
Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.
Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.
Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.
Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.