Jeffrey Severin has been President, Chief Executive Officer of Severin Investments since March 2013, is a control person of the firm and directly owns 75% or more of it.
Severin Investments LLC is a St. Louis, MO firm with $142M under management, 235 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Jeffrey Severin is President and CEO of Severin Investments LLC. He started his financial career at John Hancock Financial Services in 1991, moved into portfolio management as Vice President of Investments at UBS-PaineWebber in 1999, and joined Wachovia Securities in 2003. He formed Severin Investments, LLC in 2013.
Jeffrey Severin’s longest registration is the current one, 13 years at Severin Investments since 2013. Before joining Severin Investments in 2013, Jeffrey Severin was registered through LPL Financial LLC and Wells Fargo Advisors Financial Network, LLC.
- LPL Financial LLC– · under a yearCreve Couer, MO · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors Financial Network, LLC– · 9 yearsCreve Coeur, MO · Adviser representative · Firm CRD 11025
- UBS Financial Services Inc.– · 2 yearsChesterfield, MO · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Jeffrey Severin is registered as an investment adviser representative in 3 states. The first approvals date from August 2013; the most recent is Florida, in June 2021.
- FloridaSince 30 June 2021
- MissouriSince 5 September 2013
- TexasSince 20 August 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 19 January 2004 |
| Series 7 | General Securities Representative Examination | 2 November 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 January 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 August 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Jon Severin
- CRD
- 2345958
- Firm
- Severin Investments · CRD 166567
- Role
- President, Chief Executive Officer
- Registration
- Investment adviser registration
- In the industry since
- September 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- severininvestments.com
Where does Jeffrey Severin work?
Jeffrey Severin has been President, Chief Executive Officer of Severin Investments LLC since March 2013, and is a control person of the firm.
Is Jeffrey Severin a financial advisor?
Yes. Jeffrey Severin has a current investment-adviser registration in Florida, Missouri and Texas, through Severin Investments since August 2013.
How many years of experience does Jeffrey Severin have?
Jeffrey Severin has 33 years in the financial industry, since September 1993, across 4 adviser firms.
What exams has Jeffrey Severin passed?
Jeffrey Severin has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in August 1993. FINRA credited Jeffrey Severin with the SIE, which began in October 2018.
Where did Jeffrey Severin work before Severin Investments?
Before Severin Investments, Jeffrey Severin was registered through Wells Fargo Advisors Financial Network, LLC, August 2003 to July 2013; UBS Financial Services Inc., May 2001 to September 2003.
Is Jeffrey Severin registered with FINRA?
No. Jeffrey Severin has no current broker registration.
How can I verify Jeffrey Severin’s record?
Search CRD 2345958 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Severin’s full registration record.
