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Jeffrey J. Nelligan
Jeffrey J. Nelligan, CFP®
Consulting Group
Vice President - Wealth Management
Investment Management Specialist / Financial Advisor
370 17th Street
Suite 2800
Denver, CO 80202
tel: 303-572-4034
toll free: 800-477-3041 ext. 4034
fax: 303-825-4407
Email Me
Welcome Associations Services Education Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Denver Metro Chamber of Commerce
    Public Affairs Committee
    Transportation Committee
    Chamber 100 Member for 2003
    Denver, CO
  • Leadership Denver, Class of 2001
    Denver, CO
  • Boys and Girls Clubs of Metro Denver
    Associate Board of Directors
    Denver, CO
  • LARASA, 1999 - 2002
    Board of Directors
    Treasurer and Executive Committee
    Denver, CO
  • Junior Achievement - Chairman's Circle
    Volunteer
    Denver, CO
  • Habitat for Humanity
    Finance Committee, 2002 - 2006
    Volunteer
    Denver, CO
Services
  • Wealth Management
  • Financial Planning
  • 529 Plans
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Art Advisory
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Alternative Investments
  • Private Banking
  • Corporate Pension Funds
  • Endowments and Foundations
  • Corporations
  • Business Planning
  • Cash Management
  • Retirement Planning
  • Qualified Plans
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER™ Certification, 2001
    CFP Board
    Denver, CO
  • Bachelor of Science - Finance, 1994
    University of San Diego
    San Diego, CA
  • St. Clares, 1993
    Oxford, England
  • Series 7 - General Securities Representative, 1995
  • Insurance Licensed, 1995
  • Series 65 - Investment Advisory Agent, 1995
    Denver, CO
  • Series 63 - Uniform State Exam, 1995
    Denver, CO
  • Series 3 - National Commodity Futures, 1996
    Denver, CO
Business Experience
  • 1995 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Investment Management Specialist / Financial Advisor
    Denver, CO
Bulletin Board
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
  • We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
Jeffrey J. Nelligan is licensed in the following state(s): AK, AZ, CA, CO, FL, IA, ID, IL, IN, KS, MI, MN, MO, MT, ND, NE, NJ, NM, NV, NY, OH, OK, PA, TX, UT, VA, WA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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