Jeffrey Paul Benda
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Cetera Investment Advisers LLCJan 2024 to now
- American Heritage National BankJan 2024 to now
- Cetera Investment Services LLCJan 2024 to now
- Ausdal Financial Partners, IncSep 2021 to Jan 2024
- Granite Community BankSep 2021 to Jan 2024
- Cetera Advisors LLCJun 2018 to Aug 2021
- Cetera Advisors Networks LLCJun 2018 to Aug 2021
- Cetera Financial Specialists LLCJun 2018 to Aug 2021
- First Allied Securities, Inc. (fasi)Jun 2018 to Aug 2021
- Summit Brokerage Services IncJun 2018 to Aug 2021
- Cetera Investment Advisers LLCMar 2018 to Aug 2021
- Cetera Investment Services LLCMar 2018 to Aug 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2018
- Wells Fargo Advisors, LLCSep 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5854257
- Firm CRD
- 105644