JS
Jeffery D. Schlenker
CETERA INVESTMENT ADVISERS LLC
SPOKANE, WA
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CRD#: 2660522
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Professional summary
Jeffery Dale Schlenker, who also goes by Jeff Schlenker, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Spokane, Washington and CETERA INVESTMENT SERVICES LLC located in Portland, Oregon.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jeffery has worked at 8 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Schlenker
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)Name of Business: Columbia Wealth Advisors Address: 111 N Wall St Ste 200, Spokane, WA, 99201-0609, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Columbia Wealth Advisors is the co-branding name for my Raymond James Advisor role. responsibilities are the same. (2)Name of Business: Umpqua Bank Address: 111 N Wall St Ste 200, Spokane, WA, 99201-0609, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: I am an advisor for Raymond James, I work for Umpqua Bank and within umpqua bank we operate under the name Columbia Wealth Advisors / Raymond James. It is all the same position. Spokane, WA Medical Sales Proprietor/Owner 1/2017 8 hrs per month, 0 hrs during trading hrs Role is solely administrative. 4. Rental real estate. Investment related. Yakima, WA. Residential home. Owner. Started: 01/2017. 2 hrs per month, 0 during trading hrs. Collect rent and make repairs when needed.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Dale Schlenker'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
September 26, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
SPOKANE, WA
Current
September 26, 2024 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 1307 Ne 102nd, Ste G, Portland, OR 97220Office #2: 1320 S Gold Street, Centralia, WA 98531Office #3: 2470 Tremont St, North Bend, OR 97459Office #5: 4501 Intelco Loop Se, Lacey, WA 98503BD
CRD#: 15340
Portland, OR
Past
October 19, 2023 - June 17, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Spokane, WA
Past
October 19, 2023 - June 17, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Spokane, WA
Past
June 11, 2021 - October 18, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
Spokane, WA
Past
June 11, 2021 - October 18, 2023
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
SANDPOINT, ID
Past
October 8, 2015 - August 14, 2020
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
SPOKANE, WA
Past
November 5, 2014 - August 14, 2020
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
SPOKANE, WA
Past
March 22, 2011 - March 18, 2013
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
SEATTLE, WA
Past
June 19, 2001 - March 7, 2008
FINTEGRA, LLC
BD
CRD#: 16741
SPOKANE, WA
Past
October 8, 1996 - June 19, 2001
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
April 30, 1996 - October 25, 1996
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past
February 6, 1996 - October 28, 1996
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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
Idaho(9/26/2024)
RR
Oregon(9/26/2024)
RR
Washington(9/26/2024)
IAR
Washington(9/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 9/26/2024
Investment Company Products/Variable Contracts Representative 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.
