Jeffrey W. Stclair

CETERA INVESTMENT ADVISERS LLC

NORTH BEND, OR 97459

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CRD#: 1429674

Professional summary

Jeffrey William Stclair is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in North Bend, Oregon and CETERA ADVISORS LLC located in North Bend, Oregon.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Jeffrey has worked at 14 firms and has passed the Series 66, 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) INSURANCE, DBA, ST. CLAIR CAPITAL VENTURES, LTD, 1956 MEADE STREET, NORTH BEND, OREGON, 97459. (2) RENTAL PROPERTY,DBA, ST. CLAIR CAPITAL VENTURES, 1956 MEADE, NORTH BEND, OR 97459. NOT SECURITIES RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey William Stclair's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 21, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1956 Meade St, North Bend, OR 97459

RIA

CRD#: 105644

NORTH BEND, OR

Current

October 24, 2011 - Present

CETERA ADVISORS LLC

Office #1: 1956 Meade St, North Bend, OR 97459

CRD#: 10299

NORTH BEND, OR

Past

October 24, 2011 - March 21, 2024

CETERA ADVISORS LLC

RIA

CRD#: 10299

GREENWOOD VILLAGE, IL

Past

January 23, 2009 - October 24, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LAVISTA, NE

Past

January 23, 2009 - October 24, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

NORTH BEND, OR

Past

October 1, 2007 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

NORTH BEND, OR

Past

February 4, 2000 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

NORTH BEND, OR

Past

July 25, 1999 - January 20, 2000

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

CEDAR RAPIDS, IA

Past

October 1, 1997 - June 1, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

March 27, 1996 - October 1, 1997

USLIFE EQUITY SALES CORP.

CRD#: 7962

NEW YORK, NY

Past

March 24, 1995 - February 29, 1996

EMMETT A LARKIN COMPANY, INC.

CRD#: 6625

SAN FRANCISCO, CA

Past

August 11, 1994 - March 1, 1995

KOHN, HEBERT & ASSOCIATES, LTD.

CRD#: 31084

Past

September 11, 1989 - July 29, 1994

U.S. SECURITIES CLEARING CORP.

CRD#: 15403

SAN DIEGO, CA

Past

October 22, 1987 - September 21, 1989

TRANSAMERICA SECURITIES SALES CORPORATION

CRD#: 17970

LOS ANGELES, CA

Past

November 21, 1986 - September 21, 1989

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

November 19, 1985 - November 26, 1986

CADARET, GRANT & CO., INC.

CRD#: 10641

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Arizona
(10/24/2011)

Oregon
(10/24/2011)

IAR

Oregon
(3/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/25/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Firm Stability Insights

Jeffrey W. Stclair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey William Stclair's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

SECURITIES MANAGEMENT & RESEARCH, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

USLIFE EQUITY SALES CORP.

EMMETT A LARKIN COMPANY, INC.

KOHN, HEBERT & ASSOCIATES, LTD.

U.S. SECURITIES CLEARING CORP.

TRANSAMERICA SECURITIES SALES CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, INC.

CADARET, GRANT & CO., INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/25/2007

Series 63

Date: 6/20/1995

SIE

Date: 10/1/2018

Series 7

Date: 11/16/1985

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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