JR
Jeffrey S. Rasco
CETERA INVESTMENT ADVISERS LLC
BURELSON, TX 76028
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CRD#: 3121322
JR
Professional summary
Jeffrey Scott Rasco is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Burelson, Texas and CETERA WEALTH SERVICES, LLC located in Burelson, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 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) BAKER FOUNDATION OF BURLESON INC~'NIR'~117 E ELLISON~BURLESON~TX~76063~Accounting/Bookkeeping (No Tax Preparation)~Director/Officer~10/1/2013~4hrs~1hrs~I am on the board of directors of this non-profit; we give money away to worthy local charities. 2) Rasco Investments~'NIR'~112 SW Thomas, Ste 100~Burleson~TX~76028~Rental Property Owner/Management~Partner/General Partner~2/27/2004~8hrs~4hrs~property management 3) TRITERRA LLC~'NIR'~112 SW THOMAS ST STE 100~BURLESON~TX~76028~Rental Property Owner/Management~Partner/General Partner~5/23/2012~4hrs~2hrs~Research & buying foreclosed residential rent houses 4) Rasco + Rasco, P.C.~'NIR'~112 SW Thomas, Ste 100~Burleson~TX~76028~Tax Preparation/Accounting~Tax Preparation/Accounting~12/1/1997~150hrs~120hrs~CPA 5) R & R ENDEAVORS, LLC~'NIR'~112 SW THOMAS ST STE 100~BURLESON~TX~76028~Rental Property~Owner~11/27/2018~4hrs~3hrs~ANALYZE REAL ESTATE INVESTMENTS AND ACQUIRE PROPERTIES TO PURCHASE. 6) J & M SQUARED LLC~'NIR'~112 SW THOMAS ST~BURLESON~TX~76028~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Owner~7/15/2017~1hrs~0hrs~CPA & part-owner for entity. My sister, b-I-l & wife bought this business for my sister & b-I-l to run & manage it. I'm not involved in the daily mgt. & operations. 7) RASCO CONSULTING, INC. POSITION: Vice President NATURE: Business/Management Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2005 ADDRESS: 1210 Hudson Dr, Mansfield TX 76028, United States DESCRIPTION: consulting
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Rasco'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 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 112 Sw Thomas Ste 100, Burelson, TX 76028RIA
CRD#: 105644
BURELSON, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 112 Sw Thomas Ste 100, Burelson, TX 76028BD
CRD#: 13572
BURELSON, TX
Past
March 27, 2017 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Burelson, TX
Past
January 11, 1999 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BURELSON, TX
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
California(9/5/2025)
RR
Oklahoma(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Burelson, TX 76028TRUST BUT VERIFY
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