Jeremy Shevlin has been Co-Founder and Managing Partner of Toro West Capital Advisors since April 2020, is a control person of the firm and directly owns between 50% and 75% of it. Jeremy Shevlin holds a BS in Accounting & Finance from Deakin University (Aust.).
Toro West Capital Advisors, LLC is a Louisville, CO firm with $246M under management, 21 clients and 2 advisers in one office, as of its April 2026 filing.
Jeremy Shevlin is Co-Founder & Managing Partner of Toro West Capital Advisors. His areas of expertise include building global, cycle tested, multi asset class portfolios, integrating hard-to-access private investments, and liquidity event planning. He has 23 years of industry experience, including roles as Regional Managing Director at Cresset Capital and as Partner, Director and Investment Committee Member at Crestone Capital.
Jeremy Shevlin’s longest registration was 13 years at Crestone Asset Management LLC (2005–2019). Before joining Toro West Capital Advisors in 2024, Jeremy Shevlin was registered through Aveo Capital Partners, LLC and Cresset Asset Management, LLC.
- Toro West Capital AdvisorsCurrent– present · 2 yearsLouisville, CO · Adviser representative · Firm CRD 331265
- Aveo Capital Partners, LLC– · 3 yearsEnglewood, CO · Adviser representative · Firm CRD 157728
- Cresset Asset Management, LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 288566
- Crestone Asset Management LLC– · 13 yearsBoulder, CO · Adviser representative · Firm CRD 108581
Professional designations
Listed by Toro West Capital Advisors
- CFA
- CFP
Investment adviser representative registrations
Jeremy Shevlin is registered as an investment adviser representative in 2 states. The first approvals date from July 2024; the most recent is Texas, in March 2026.
- ColoradoSince 9 July 2024
- TexasSince 31 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 19 April 2005 |
| Series 7 | General Securities Representative Examination | 25 October 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy Michael Shevlin
- CRD
- 4839266
- Firm
- Toro West Capital Advisors · CRD 331265
- Role
- Co-Founder and Managing Partner
- Office
- 357 MCCASLIN BLVD., SUITE 200, Louisville, CO 80027
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- torowestcapital.com
Where does Jeremy Shevlin work?
Jeremy Shevlin has been Co-Founder and Managing Partner of Toro West Capital Advisors, LLC since April 2020, and is a control person of the firm.
Is Jeremy Shevlin a financial advisor?
Yes. Jeremy Shevlin has a current investment-adviser registration in Colorado and Texas, through Toro West Capital Advisors since July 2024.
How many years of experience does Jeremy Shevlin have?
Jeremy Shevlin has 21 years in the financial industry, since February 2005, across 4 adviser firms.
What exams has Jeremy Shevlin passed?
Jeremy Shevlin has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in October 2004. FINRA credited Jeremy Shevlin with the SIE, which began in October 2018.
Where did Jeremy Shevlin work before Toro West Capital Advisors?
Before Toro West Capital Advisors, Jeremy Shevlin was registered through Cresset Asset Management, LLC, January 2019 to April 2020; Crestone Asset Management LLC, July 2005 to January 2019.
Where is Jeremy Shevlin based?
Jeremy Shevlin’s registered office is in Louisville, CO.
Is Jeremy Shevlin registered with FINRA?
No. Jeremy Shevlin has no current broker registration.
Is Jeremy Shevlin a CFP?
Toro West Capital Advisors lists Jeremy Shevlin with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Is Jeremy Shevlin a CFA charterholder?
Toro West Capital Advisors lists Jeremy Shevlin with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Jeremy Shevlin’s record?
Search CRD 4839266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Shevlin’s full registration record.
