Jeffery Alan Rozovics
Investment adviser representative at Cetera Investment Advisers LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Jeffery Alan Rozovics? 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
24 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Capital Forensics, Inc.Aug 2016 to now
- Carlson Gracie Jr. Jiu JitsuMay 2015 to now
- R2 Fiscal Solutions LLCSep 2014 to now
- Rozovics Group, LLPJan 2014 to now
- Jeffery Rozovics & Associates PcOct 2013 to now
- Prairie Corners Townhome AssociationFeb 2008 to now
- Paquette Financial ServicesJan 2006 to now
- Avantax Advisory ServicesFeb 2020 to Sep 2025
- Avantax Insurance Agency, LLCFeb 2020 to Sep 2025
- Avantax Investment Services, IncFeb 2020 to Sep 2025
- Cetera Investment Advisers LLCJan 2004 to Feb 2020
- Cetera Financial Specialists LLCJun 2002 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4550146
- Firm CRD
- 105644