Jeffrey Elliott Boe
Investment Adviser Representative at Mutual OF Omaha Investor Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Elliott Boe is an investment adviser representative with Mutual of Omaha Investor Services, Inc. in Denver, CO, where they have been registered since 2017. They have worked in the securities industry since 1984 and have been registered with 18 firms, including Moloney Securities Co., Inc. and 1717 Capital Management Company. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
- Broker:
1 state or territory
Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mutual OF OmahaOct 2015 – no end date reportedCentennial, CO
- Mutual of Omaha Investor Services, Inc.Oct 2016 – no end date reportedCentennial, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mutual OF Omaha Investor Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Saving for retirement and other important goals, reviewing current savings strategies, taking advantage of different account types and investment options, planning retirement income, employee benefits guidance, strategies for business owners, and estate and legacy planning.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 279
- Offices listed on AdvisorFinder:
- 28
- Main office:
- Omaha, NE
- SEC file number:
- 801-61332
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Mutual OF Omaha Investor Services, Inc.
Showing 12 of 279 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Elliott Boe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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