Jeffrey Kubiak
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jeffrey Kubiak? 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
13 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Financial Specialists LLCJun 2025 to now
- Kubiak & Kubiak CpaJun 2025 to now
- Kubiak Wealth ManagementJun 2025 to now
- NAAug 2024 to May 2025
- Bridgeport Islanders Hockey ClubJul 2023 to Jun 2024
- New York Islanders Hockey ClubJul 2022 to Jun 2023
- Bridgeport Islanders Hockey ClubJul 2017 to Jun 2022
- Cornell UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7942488
- Firm CRD
- 105644