Jeffrey Cattanach
Investment adviser representative at Cetera Investment Advisers LLC
15 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
15 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Fides Tax & EnterpriseSep 2022 to now
- Fides Financial, LLC.Jan 2017 to now
- The Standard Insurance CompanyApr 2015 to now
- Avantax Advisory ServicesJun 2020 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesJun 2020 to Sep 2025
- Avantax Insurance Agency, LLCJun 2020 to Sep 2025
- IfsmoneyJan 2017 to Apr 2021
- Octave Financial LLCMar 2015 to Nov 2022
- Twin Brook At Tinton FallsMar 2011 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7216295
- Firm CRD
- 105644