Jeffrey Paul Stein
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
14 years in the industry.
- Cetera Investment Advisers LLCAug 2026 to now
- Cetera Investment Adivsers LLCAug 2026 to now
- A&r Tax & Financial ServicesJun 2026 to now
- Cetera Financial Specialists LLCJun 2026 to now
- Clearwater AnalyticsSep 2021 to Apr 2026
- Reputation.comJul 2019 to Sep 2021
- Financial EnginesJul 2012 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, NJ).
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
- 4974615
- Firm CRD
- 105644