Jeffrey Allen Prentice
Investment adviser representative at Cetera Investment Advisers LLC
34 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$256.8BFirm assets
Are you Jeffrey Allen Prentice? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Securian Advisors Mid AmericaMar 2023 to now
- Ebsp LLCMar 2006 to now
- Prentice Financial Services, IncMar 1994 to now
- Financial Design GroupNov 2017 to Mar 2023
- Securian Financial Services, Inc.Mar 1993 to Aug 2023
- Minnesota Life Insurance CompanyOct 1992 to Aug 2023
- Gcg Financial IncOct 1992 to Nov 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2333374
- Firm CRD
- 105644