JB
Jeffrey A. Bahary
CETERA INVESTMENT ADVISERS LLC
EATONTOWN, NJ 07724
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CRD#: 1294796
JB
Professional summary
Jeffrey Alan Bahary is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Eatontown, New Jersey and CETERA ADVISORS LLC located in Eatontown, New Jersey.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Jeffrey has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. BAHARY FINANCIAL GROUP; PRESIDENT; DBA; START DATE 12/15/2011; 160 HRS. PER MONTH. 2. GLADYS BAHARY; EXECUTOR OF ESTATE; FIDUCIARY POSITION (TRUSTEE, POA, EXECUTOR, ETC.) START DATE 08/01/2021;12 HOURS PER MONTH. 3. HOA BOARD MEMBER; BOARD MEMBER; NON-PROFIT ORGANIZATION; START DATE: 10/01/2021; 8 HOURS PER MONTH. 4. MARK BAHARY IRRECOVABLE TRUST; TRUSTEE; FIDUCIARY POSITION; START DATE: 11/01/2021; 8 HOURS PER MONTH. 5. NAME OF OTHER BUSINESS: SEAWATCH TOWNHOUSE; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENCIAL LOCATION; NATURE OF BUSINESS: BOARD; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MAINTAIN THE SAFETY AND STRUCTURE OF TOWNHOMES AS PER BYLAWS OF ASSOCIATION;
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Bahary's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 12, 2020 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 12 Christopher Way Suite 200, Eatontown, NJ 07724RIA
CRD#: 105644
EATONTOWN, NJ
Current
September 8, 2022 - Present
CETERA ADVISORS LLC
Office #1: 12 Christopher Way, Suite #200, Eatontown, NJ 07724BD
CRD#: 10299
Eatontown, NJ
Past
July 2, 2012 - November 12, 2020
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
EATONTOWN, NJ
Past
December 9, 2008 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
EATONTOWN, NJ
Past
December 9, 2008 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
EATONTOWN, NJ
Past
September 14, 2006 - December 9, 2008
FIRST MONTAUK SECURITIES CORP.
RIA
CRD#: 13755
RED BANK, NJ
Past
August 8, 2002 - December 9, 2008
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
RED BANK, NJ
Past
May 30, 1997 - September 25, 2002
DONALD & CO. SECURITIES INC.
BD
CRD#: 7776
TINTON FALLS, NJ
Past
February 28, 1991 - June 2, 1997
MID-STATE SECURITIES CORP.
BD
CRD#: 10266
RED BANK, NJ
Past
April 13, 1988 - March 12, 1991
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
September 20, 1984 - April 13, 1988
FAHNESTOCK INTERNATIONAL INC.
BD
CRD#: 279
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/8/2022)
RR
California(9/8/2022)
RR
Florida(9/8/2022)
RR
Maryland(9/8/2022)
IAR
New Jersey(11/12/2020)
RR
New Jersey(9/8/2022)
RR
New York(9/8/2022)
RR
South Carolina(9/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Eatontown, NJ 07724TRUST BUT VERIFY
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