Jeffrey Stahl
Investment adviser representative at Cetera Planning Partners
24 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 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 assetsFixed 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
24 years in the industry.
- Cetera Planning PartnersJan 2026 to now
- The Retirement Planning Group, LLCDec 2025 to now
- Raymond James Financial Services Advisors, Inc.Aug 2025 to Dec 2025
- Plains Wealth ManagementAug 2024 to Dec 2025
- Raymond James Financial Services, Inc.Aug 2024 to Dec 2025
- UnemployedMay 2024 to Aug 2024
- Texas A&m Corpus Christi @ RellisAug 2021 to May 2024
- UnemployedMay 2021 to Aug 2021
- Jersey MikesMay 2020 to May 2021
- University of Texas At DallasAug 2019 to May 2020
- Jersey MikesJun 2018 to Aug 2019
- Bahama BucksMay 2017 to May 2017
- UnemployedFeb 2001 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 7969741
- Firm CRD
- 129625