# JEFFREY SLOCUM & ASSOCIATES, INC.

JEFFREY SLOCUM & ASSOCIATES, INC. of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 111795
- Type: SEC-registered investment adviser
- SEC file number: 801-39426
- Location: 43 MAIN STREET SOUTHEAST, #148, MINNEAPOLIS, MN, 55414-1032
- Phone: 612-338-7020
- Latest filing: 2016-04-28
- Regulatory AUM: $123.9B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $122.8B
- Clients: 80
- Accounts: 131

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| [SLOCUM JEFFREY CHARLES](https://search.stillhousedata.com/person/728669) | CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF BOARD; PRESIDENT; PRESIDENT AND CHAIRMAN OF BOARD | — |
| [DEWOLFE DONALD JAMES](https://search.stillhousedata.com/person/728672) | BOARD MEMBER; BOARD MEMBER AND VICE CHAIR | — |
| [HAVICE JONATHAN DREW](https://search.stillhousedata.com/person/756967) | PRINCIPAL | — |
| [CONNORS KATHY ANN](https://search.stillhousedata.com/person/765449) | PRINCIPAL; VICE PRESIDENT | — |
| [O'SHEA MEGGAN KEANE](https://search.stillhousedata.com/person/765450) | PRINCIPAL; VICE PRESIDENT | — |
| [TSCHIDA CHRISTOPHER JAMES](https://search.stillhousedata.com/person/765451) | CONSULTANT; PRINCIPAL; SENIOR CONSULTANT | — |
| [FIER JUSTIN JOSEPH](https://search.stillhousedata.com/person/765452) | CONSULTANT; SENIOR CONSULTANT | — |
| [WICK PAUL DAVID](https://search.stillhousedata.com/person/765453) | CONSULTANT; SENIOR CONSULTANT | — |
| [EVANS MARK JAMES](https://search.stillhousedata.com/person/765454) | CONSULTANT; CONSULTANT AND CHIEF COMPLIANCE OFFICER; PRINCIPAL (+1 more) | — |
| [WEISS DEBORAH DICKER](https://search.stillhousedata.com/person/765455) | CONSULTANT; SENIOR CONSULTANT | — |
| [ALTSTAETTER VINCENT](https://search.stillhousedata.com/person/765456) | CONSULTANT; CONSULTING ASSOCIATE | — |
| [MOELLER MARK WILLIAM](https://search.stillhousedata.com/person/765457) | CONSULTANT; CONSULTING ASSOCIATE | — |
| [BOUCHER ANDRE JEAN](https://search.stillhousedata.com/person/765458) | CONSULTANT; CONSULTING ASSOCIATE | — |
| [SCHMIT KYLE JAMES](https://search.stillhousedata.com/person/765459) | CONSULTANT; CONSULTING ASSOCIATE | — |
| [GRIMM CHRISTIAN CHARLES](https://search.stillhousedata.com/person/765460) | CONSULTANT | — |
| [MULLEN MARY ANNE](https://search.stillhousedata.com/person/775442) | CONSULTANT; CONSULTING ASSOCIATE | — |
| [OLSON ELIZABETH ANN](https://search.stillhousedata.com/person/789529) | CONSULTANT | — |
| [MCREAVY ROBERT JAMES](https://search.stillhousedata.com/person/791777) | CHIEF OPERATING OFFICER / CHIEF FINANCIAL OFFICER/CHIEF LEGAL OFFICER; CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER/CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | — |
| [HEMMAPLARDH TEXAS SURACHEZ](https://search.stillhousedata.com/person/796210) | PRINCIPAL | — |
| [OTTO KATHLEEN ROSEMARY](https://search.stillhousedata.com/person/796211) | CHIEF COMPLIANCE OFFICER | — |
| [BULLION JOHN HOWELL](https://search.stillhousedata.com/person/796212) | BOARD MEMBER | — |
| [SLOCUM HELENE ZUBER](https://search.stillhousedata.com/person/796213) | BOARD MEMBER | — |
| [STEVENS TIMOTHY WAITE](https://search.stillhousedata.com/person/800608) | DIRECTOR OF FINANCE & OPERATIONS | — |
| [STEVENS TIMOTHY W](https://search.stillhousedata.com/person/801864) | DIRECTOR OF FINANCE & OPERATIONS | — |
| [FAUST KIMBERLY KAY](https://search.stillhousedata.com/person/801865) | CONSULTANT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111795/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111795/similar
- Related entities: https://search.stillhousedata.com/firm/111795/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111795

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.