Skip to content

Robert Craig Jilek

Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
2 statesRegistered in
ChFC®, PFSDesignations
$256.8BFirm assets

Are you Robert Craig Jilek? Claim your profile

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

31 years in the industry.

  1. Cetera Investment Advisers, LLCAug 2017 to now
  2. Cetera Financial Specialists, LLCAug 2017 to now
  3. Jilek Financial Group IncOct 2007 to now
  4. Union Gospal Mission ChurchJan 1998 to now
  5. Jilek Accounting & Consulting LLCJun 1995 to now
  6. Jilek Accounting & Consultings LLCJun 1995 to now
  7. J.W. Cole Advisors, Inc.Nov 2012 to Aug 2017
  8. J.W. Cole Financial, Inc.Nov 2012 to Aug 2017

Designations

  • ChFC®
  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2004

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
2974644
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
CallContact this firm