JM
Jack B. Murad
CETERA INVESTMENT ADVISERS LLC
AGOURA HILLS, CA 91301
Some features on this profile are disabled
CRD#: 3162030
JM
Professional summary
Jack Bruce Murad is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Agoura Hills, California and CETERA WEALTH SERVICES, LLC located in Agoura Hills, California.
Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jack has worked at 5 firms and has passed the Series 66, SIE and Series 7 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) Jack B. Murad, CPA, MBT~'NIR'~22141 Ventura Blvd., Suite 305~Woodland Hills~CA~91364~Accounting Services/Tax Preparation~Owner~10/19/1999~99hrs~80hrs~Run day to day operations of Income Tax Preparation & Tax Consulting Business 2) RESIDENTIAL RENTAL REAL ESTATE POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/18/1999 ADDRESS: 28632 Roadside Drive, Suite 267, Agoura Hills CA 91301, United States DESCRIPTION: Collect Rent, Pay Bills & Generate Financial Statements 3) JACK B. MURAD, CPA, MBT POSITION: Owner/Sole Proprietor NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 35 START DATE: 01/01/1990 ADDRESS: 28632 Roadside Drive, Suite 267, Agoura Hills CA 91301, United States DESCRIPTION: Run day to day operations of Income Tax Preparation & Tax Consulting Business. 4) NAME OF OTHER BUSINESS: TRUSTEE AND EXECUTOR FOR NON-FAMILY MEMBER, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: TRUSTEE AND EXECUTOR, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT DECISIONS AND ACTING TRUSTEE AND EXECUTOR; 5) NAME OF OTHER BUSINESS: JACK B. MURAD, CPA, MBT WEALTH MANAGEMENT , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, TAX AND ACCOUNTING, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND TAX FIRM;
CRS (Client Relationship Summary) - RIA
Click below to view Jack Bruce Murad'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: 28632 Roadside Drive Suite 267, Agoura Hills, CA 91301RIA
CRD#: 105644
AGOURA HILLS, CA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 28632 Roadside Drive Suite 267, Agoura Hills, CA 91301BD
CRD#: 13572
Agoura Hills, CA
Past
June 25, 1999 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Agoura Hills, CA
Past
March 22, 1999 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Agoura Hills, CA
Past
January 21, 1999 - February 27, 1999
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
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(9/5/2025)
RR
California(9/5/2025)
IAR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/19/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/19/2025)
RR
Illinois(9/24/2025)
RR
Massachusetts(9/19/2025)
RR
Minnesota(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Mexico(9/19/2025)
RR
New York(9/21/2025)
RR
Oklahoma(11/10/2025)
RR
Oregon(9/28/2025)
RR
Pennsylvania(9/19/2025)
RR
Rhode Island(9/19/2025)
RR
South Carolina(9/5/2025)
RR
Tennessee(9/19/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Vermont(9/19/2025)
RR
Virginia(9/19/2025)
RR
Washington(9/24/2025)
Exams
State Security Law 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
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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.
