Jeremy Michael Shevlin
Investment Adviser Representative at TORO WEST Capital Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeremy Michael Shevlin is an investment adviser representative with TORO WEST Capital Advisors in Louisville, CO, where they have been registered since 2024. They have worked in the securities industry since 2005 and have been registered with 4 firms, including AVEO Capital Partners, LLC and Cresset Asset Management, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
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.
- Crestone Securities LLCJul 2004 – Dec 2018Boulder, CO
- Crestone Asset Management LLCJul 2004 – Dec 2018Boulder, CO
- Cresset Asset Management, LLCJan 2019 – May 2020Denver, CO
- Aveo Capital PartnersAug 2020 – Jun 2024Greenwood Village, CO
- Toro West Capital AdvisorsJul 2024 – no end date reportedLouisville, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TORO WEST Capital Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First $10,000,0000.95%
- Next $20,000,0000.85%
- Next $20,000,0000.75%
- Amount over $50,000,0000.65%
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
Private wealth management, liquidity and exit and business sale planning, tax strategy, public and private investments, trust and estate and philanthropic planning, advanced performance reporting, credit and lending and cash management, family office consulting services, and concentrated position management.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Louisville, CO
- SEC file number:
- 801-130476
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at TORO WEST Capital Advisors
1 other advisor in the directory
View TORO WEST Capital Advisors firm profileSimilar advisors in Louisville, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Michael Shevlin 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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