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Jeffrey Michael Antos

CETERA INVESTMENT ADVISERS
WHEELING, IL
·CRD# 1857829·38 years experience

Professional Summary

Jeffrey Michael Antos, who also goes by Bean Antos, Jeff Antos, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wheeling, Illinois and CETERA FINANCIAL SPECIALISTS LLC located in Wheeling, Illinois. Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Jeffrey has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bean Antos, Jeff Antos

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

38 years in the financial services industry

Current & Past Employments

Current

CETERA INVESTMENT ADVISERS LLCCurrent·CRD# 105644
RIA
500 W. Palatine #102, Wheeling, IL 60090
February 17, 1998 - Present
CETERA FINANCIAL SPECIALISTS LLCCurrent·CRD# 10358
BD
500 W. Palatine Rd-#102, Wheeling, IL 60090
August 30, 1988 - Present

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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 - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport
09/26/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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)ANTOS ADVISORS; NOT INV REL; SAME AS REGISTERED ADDRESS; CPA FIRM; VICE PRESIDENT SINCE 1990; 40+ HRS/WK; DUTIES-TAX RETURNS WITH POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS: 2)ANTOS WEALTH ADVISORS; SAME AS REGISTERED ADDRESS; WEALTH MANAGEMENT SERVICES; PRINCIPAL PARTNER SINCE 2008; 10 HRS/WK; DUTIES-WEALTH MANAGEMENT: 3)ANOTS ADVISORS PAYROLL INC, NOT INVEST REL, SAME AS REGISTERED ADDRESS, PAYROLL SERVICES, START 11/04/11, 0HRS, OWNER. 4)NAME OF OTHER BUSINESS: ANTOS PROPERTIES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: REAL ESTATE RENTALS; START DATE: 06/22/2015; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ENTITY OWNS CURRENT OFFICE LOCATION; 5) NAME OF OTHER BUSINESS: ANTOS ADVISORS, LTD.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 5/1988; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: PREPARE PERSONAL INCOME TAXES;

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(1/23/2008)
RR
California
(4/24/2001)
RR
Colorado
(9/5/2002)
RR
Florida
(2/23/2015)
RR
Georgia
(9/8/2015)
RR
Hawaii
(11/26/2025)
RR
Idaho
(7/22/2020)
RR
Illinois
(8/30/1988)
IAR
Illinois
(2/17/1998)
RR
Indiana
(7/18/2018)
RR
Kentucky
(6/3/2019)
RR
Louisiana
(10/18/2012)
RR
Michigan
(11/26/2025)
RR
Minnesota
(12/3/2004)
RR
Montana
(11/26/2025)
RR
Nevada
(4/2/2015)
RR
New Mexico
(9/23/2013)
RR
New York
(5/31/2016)
RR
North Carolina
(7/20/2009)
RR
Ohio
(11/28/2025)
RR
Oregon
(1/2/2020)
RR
South Carolina
(11/18/2015)
RR
Tennessee
(1/27/2026)
RR
Texas
(9/8/2015)
IAR
Texas
(7/25/2018)
RR
Wisconsin
(4/18/1991)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1988About the Series 7 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jun 1991About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Antos's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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