Jeffrey W Beck
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jeffrey W Beck? 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
12 years in the industry.
- Cetera Investment Advisers LLCFeb 2025 to now
- Cetera Advisors LLCFeb 2025 to now
- Jw Beck Financial LLCFeb 2025 to now
- UnemployedDec 2024 to Feb 2025
- Bank of America, N.A.Jan 2023 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Dec 2024
- Money Concepts Capital CorpJan 2014 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
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
- 6008542
- Firm CRD
- 105644