RJ
Robert C. Jilek
CETERA INVESTMENT ADVISERS LLC
HERRIN, IL 62948
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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.
1) DBA JILEK FINANCIAL GROUP, INC., INVESTMENT RELATED, SAME AS REGISTERED LOCATION, DBA FOR INVESTMENT SERVICES, STARTED 10/2007, APX 20 HOURS PER WEEK DURING TRADING HOURS, FINANCIAL SERVICES: 2) JILEK ACCOUNTING & CONSULTING, LLC, NON-INVESTMENT RELATED, SAME AS REGISTERED LOCATION, TAX AND ACCOUNTING, STARTED 06/1995, APX 20 HOURS PER WEEK DURING TRADING HOURS, ACCOUNTING PAYROLL AND TAX PREPARATION: 3) PASTOR - UNION GOSPAL MISSION CHURCH, NON-INVESTMENT RELATED, HERRIN, IL, PASTORAL DUTIES, FUNERALS, WEDDING/CHURCH ORDINANCES, 5-10 HOURS WEEK, PASTORING CHURCH: 4)FIXED ANNUITY RENEWALS THROUGH ILLINOIS MUTUAL, NON-INVESTMENT RELATED, SAME AS REGISTERED LOCATION, RENEWALS ONLY: 5) NAME OF OTHER BUSINESS: CHILD EVANGELISM FELLOWSHIP ; INVESTMENT RELATED: NO ; ADDRESS: 515 HICKORY LAND, MARISSA IL 62557 ; NATURE OF BUSINESS: CHURCH START DATE: 05/2020 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: MINISTER TO CHILDREN. TRAIN VOLUNTEERS. PROMOTE THE MINISTRY 6) NAME OF OTHER BUSINESS: ROBANCHAR PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: 2509 N 12TH STREET HERRIN, IL 62948; NATURE OF BUSINESS: REAL ESTATE; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: PARTNER/MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLD COMMERCIAL REAL ESTATE AND RENTAL; 7)NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/2022 APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH, PROPERTY AND CASUALTY, MEDICARE SUPPLEMENTS, DENTAL AND VISION; 8) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE:09/2023, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH, PROPERTY AND CASUALTY, MEDICARE SUPPLEMENT;
CRS (Client Relationship Summary) - RIA
Click below to view Robert Craig Jilek'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®
Experience
Current
August 17, 2017 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1820 West Monroe St, Herrin, IL 62948RIA
CRD#: 105644
HERRIN, IL
Current
August 17, 2017 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 1820 West Monroe St, Herrin, IL 62948BD
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
Arizona(8/17/2017)
RR
Florida(8/17/2017)
RR
Illinois(8/17/2017)
IAR
Illinois(8/17/2017)
RR
Indiana(8/17/2017)
RR
Louisiana(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
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/2/2025
General Securities Representative ExaminationGeneral 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.
