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Tess B
Series 65
St. Louis, MO
Severin Investments LLC
Tess Butler is a financial advisor at Severin Investments LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Severin Investments in two periods, from 2016 to 2019 and from 2022 to the present. Between these tenures, she was employed at Washington University School of Law for three years. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management through proprietary model portfolios, retirement advisory, 401(k) consulting, financial planning, estate-planning support, and a wrap-fee program tailored to its clients.
Jeffrey S
Series 63, Series 65
St. Louis, MO
Severin Investments LLC
Jeffrey Severin is a financial advisor at Severin Investments LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at LPL Financial from 2013 to 2016 and has been with Severin Investments since 2013. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers and broker-dealers. The firm provides discretionary portfolio management using proprietary model portfolios, retirement advisory, 401(k) consulting, and financial planning, employing a combination of fundamental and technical analysis with tactical tilts and sector rotation.
Joshua R
Series 65
St. Louis, MO
Severin Investments LLC
Joshua Rood is a financial advisor at Severin Investments LLC with a Series 65 credential and two years of industry experience. Prior to joining Severin Investments, he worked at Charles Schwab and has experience managing a painting business, After Hours Painting, LLC, which he owns and operates outside of securities trading hours. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers, offering discretionary portfolio management, retirement advisory, financial planning, and estate-planning support through actively managed model portfolios that combine fundamental and technical analysis.
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