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RIA / WealthAdvisor32 years in industry

JEFFREY JON SEVERIN

Advisor at SEVERIN INVESTMENTS LLC

ST. LOUIS, MO | CLEARWATER, FL

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Search this name across graphsid dfx:ria:215ac8bc-d80b-ba66-ec03-0e0636e4e93f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 16, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEVERIN INVESTMENTS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 24, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jan 24, 1994
First registration: May 16, 2001
Dual registered: no
Other names: JEFF SEVERIN|JEFFREY J SEVERIN|JEFFREY JOHN SEVERIN
IAPD individual key: 2345958

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEVERIN INVESTMENTS LLC	Independent wealth	Aug 20, 2013	n/a	yes	ST. LOUIS, MO\|CLEARWATER, FL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 17, 2013	Dec 4, 2013	no	CREVE COEUR, MO\|SAN DIEGO, CA\|CREVE COUER, MO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 29, 2003	Jul 16, 2013	no	CREVE COEUR, MO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 16, 2001	Sep 15, 2003	no	CHESTERFIELD, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	SEVERIN INVESTMENTS LLC	Dec 4, 2013	Aug 20, 2013	-106	Firm change after gap	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Jul 16, 2013	Jul 17, 2013	1	Firm change	Other
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Sep 15, 2003	Aug 29, 2003	-17	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ SEVERIN INVESTMENTS LLCRegistered adviserregistration: current employment
Aug 20, 2013 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 17, 2013 to Dec 4, 2013factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 29, 2003 to Jul 16, 2013factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 16, 2001 to Sep 15, 2003factForm ADV

Dated events

No dated event names this entity yet.