JL
Jeffrey A. Labri
CETERA INVESTMENT ADVISERS LLC
BROOKFIELD, WI 53045
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CRD#: 2581719
JL
Professional summary
Jeffrey Alan Labri, CFP®, CLU®, who also goes by Jeff La Bri, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Brookfield, Wisconsin and CETERA ADVISORS LLC located in Brookfield, Wisconsin.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff La Bri
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.) JEFF LA BRI; AGENT; INSURANCE; START: 11/1/2009 2.) WATERTOWN OFFICE PLEX CONDO ASSN; PRESIDENT; START: 11/1/2009 3.) LA BRI GROUP LLC; "DOING BUSINESS AS" (DBA) 4.) BLACK SWAN MANAGEMENT, LLC; MANAGER; REAL ESTATE (RENT/INVEST/DEVELOP); START DATE: 8/31/2010 5.) JDH LLC; OWNER; FIDUCIARY POSITION; START DATE 01/01/2002; 4 HOURS PER MONTH. 6.) 675 BARKER LLC; MANAGER; HOLDING COMPANY; START DATE 01/01/2007; 4 HOURS PER MONTH. 7.) JESA LLC; MANAGER; HOLDING COMPANY; START DATE 07/05/2017; ZERO HOURS PER WEEK. 8.) LA BRI GROUP, LLC; OWNER/PRESIDENT/FINANCIAL ADVISOR; START DATE 01/01/2007; 160 HOURS A MONTH. 9.) PREMIER MARINETTE LLC; MANAGING MEMBER; REAL ESTATE; START DATE: 03/31/2019; 4 HOURS PER MONTH. 10.) CS WASECA, LLC; MANAGER; REAL ESTATE; START DATE: 11/13/2019; 4 HOURS PER MONTH. 11.) PREMIER QUINCY IL, LLC; MANAGER; REAL ESTATE (RENTAL PROPERTY/PASSIVE INVESTMENT) START DATE 06/18/2020; 4 HOURS PER MONTH. 12.) PREMIER NAPOLEON OH, LLC; MANAGER; REAL ESTATE; START DATE: 05/10/2022; 8 HOURS PER MONTH. 13.) PREMIER SUPERIOR, LLC; MANAGER; REAL ESTATE (AGENT/BROKER/DEVELOPER); START DATE 05/10/2022; 8 HOURS PER MONTH. 14) NAME OF OTHER BUSINESS: PREMIER NEWTON IA, LLC, PREMIER GOSPORT IN, LLC, PREMIER PARK CITY, TN, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: REAL ESTATE, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OWNER OF MULTI FAMILY APARTMENT COMPLEXES;
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Labri'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®
CFP®
Start date: 1998
Experience
Current
November 12, 2020 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 675 N Barker Rd Ste 110, Brookfield, WI 53045RIA
CRD#: 105644
BROOKFIELD, WI
Current
September 8, 2022 - Present
CETERA ADVISORS LLC
Office #1: 675 North Barker Road Suite 310, Brookfield, WI 53045BD
CRD#: 10299
Brookfield, WI
Past
July 2, 2012 - November 12, 2020
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
BROOKFIELD, WI
Past
January 23, 2007 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
BROOKFIELD, WI
Past
January 12, 2007 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
BROOKFIELD, WI
Past
July 1, 2003 - January 16, 2007
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WAUKESHA, WI
Past
July 1, 2003 - January 16, 2007
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WAUKESHA, WI
Past
July 22, 1997 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
MILWAUKEE, WI
Past
March 7, 1995 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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
Colorado(9/8/2022)
RR
Florida(9/8/2022)
RR
Georgia(3/25/2025)
RR
Illinois(9/8/2022)
RR
Kentucky(9/25/2025)
RR
Montana(9/8/2022)
RR
New Mexico(9/8/2022)
RR
New York(9/8/2022)
RR
North Carolina(9/25/2025)
RR
Ohio(9/8/2022)
RR
Oregon(9/8/2022)
RR
South Carolina(9/8/2022)
RR
Tennessee(3/21/2025)
IAR
Texas(11/12/2020)
RR
Texas(9/8/2022)
RR
Washington(4/4/2024)
IAR
Wisconsin(11/12/2020)
RR
Wisconsin(9/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product 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#: 105644Brookfield, WI 53045TRUST BUT VERIFY
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