Jeffrey Robert Carlson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jeffrey Robert Carlson appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-25 | Form ADV | CCM INVESTMENT GROUP, LLC | FOUNDER & SECRETARY/TREASURER | NORTHFIELD, MN |
| 2025-03-24 | Form ADV | CARLSON CAPITAL MANAGEMENT, LLC | FOUNDER & SECRETARY/TREASURER | NORTHFIELD, MN |