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RJ

Robert C. Jilek

CETERA INVESTMENT ADVISERS LLC
HERRIN, IL 62948
Some features on this profile are disabled
CRD#: 2974644
RJ

Professional summary


Robert Craig Jilek, ChFC® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Herrin, Illinois and CETERA FINANCIAL SPECIALISTS LLC located in Herrin, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Craig Jilek'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®
ChFC®

Experience


Current

August 17, 2017 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1820 West Monroe St, Herrin, IL 62948
RIA
CRD#: 105644
HERRIN, IL
Current

August 17, 2017 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 1820 West Monroe St, Herrin, IL 62948
BD
CRD#: 10358
Herrin, IL
Past

November 8, 2012 - August 25, 2017

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
HERRIN, IL
Past

November 8, 2012 - August 25, 2017

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
CARBONDALE, IL
Past

October 10, 2007 - November 9, 2012

OSAIC WEALTH, INC.

RIA
CRD#: 23131
CARBONDALE, IL
Past

September 14, 2007 - November 9, 2012

OSAIC WEALTH, INC.

BD
CRD#: 23131
CARBONDALE, IL
Past

July 13, 2004 - September 17, 2007

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
HERRIN, IL
Past

June 3, 2003 - September 17, 2007

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
HERRIN, IL
Past

November 18, 1999 - May 30, 2003

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

January 30, 1998 - December 8, 1999

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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
Alabama
(10/10/2019)
RR
Florida
(8/17/2017)
RR
Illinois
(8/17/2017)
IAR
Illinois
(8/17/2017)
RR
Indiana
(8/17/2017)
RR
Missouri
(8/17/2017)
RR
Nebraska
(8/5/2025)
RR
Texas
(8/17/2017)
IAR
Texas
(2/24/2023)
RR
Virginia
(1/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/10/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/2/2025
General Securities Representative Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


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

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#: 105644Herrin, IL 62948

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