JD
Jack A. Desantis
AVANTAX PLANNING PARTNERS
PARSIPPANY, NJ 07054
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CRD#: 3248153
JD
Professional summary
Jack Anthony Desantis JR, who also goes by Jack Anthony Jr Desantis, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Parsippany, New Jersey and CETERA INVESTMENT ADVISERS LLC located in Staten Island, New York.
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 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Anthony Jr Desantis
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) HEADQUARTERS ADVISORY GROUP, LLC POSITION: Financial advisor NATURE: Refer financial service clients to HQ Michele Lee & Skip Angelo INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2017 ADDRESS: 77 E Halsey Rd., Parsippany NJ 07054, United States DESCRIPTION: Provide referral and assist advisors of HQ 2) DIALLO FOR STATE COMMITTEE POSITION: Treasurer NATURE: Political Candidate Campaign Committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/04/2024 ADDRESS: 2 TELEPORT DR, Ste 104, Staten Island NY 10311, United States DESCRIPTION: Government Filings, Maintain Receipts & Disbursements of Committee 3) CHARLES FALL FOR NY POSITION: Treasurer NATURE: Political Committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 2 Teleport Dr, Ste 104, Staten Island NY 10311, United States DESCRIPTION: File Disclosure Reports with NYS Bd of Elections, deposit contributions & pay bills 4) ANN THOMPSON FOR SUPREME COURT POSITION: Treasurer NATURE: Political Candidate Committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/15/2021 ADDRESS: 2 Teleport Dr., Suite 104, Staten Island NY 10311, United States DESCRIPTION: Deposit Contributions pay invoices file necessary disclosure reports with NYS Board of Elections 5)Novak for Civil Court; Treasurer; Single Candidate election committee; NIR; 1; 09/15/2021; 2 Teleport Dr. Staten Island NY 10311; Deposit Contributions pay invoices & file necessary disclosure reports with NYS Board of Elections
CRS (Client Relationship Summary) - RIA
Click below to view Jack Anthony Desantis JR'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
July 1, 2022 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 600 Parsippany Rd. Suite 206, Parsippany, NJ 07054Office #2: 2 Teleport Dr. Ste 104, Staten Island, NY 10311RIA
CRD#: 106237
PARSIPPANY, NJ
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2 Teleport Dr. Ste 104, Staten Island, NY 10311Office #2: 600 Parsippany Rd. Suite 206, Parsippany, NJ 07054RIA
CRD#: 105644
STATEN ISLAND, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 600 Parsippany Rd Suite 206, Parsippany, NJ 07054Office #2: 2 Teleport Dr. Ste 104, Staten Island, NY 10311BD
CRD#: 13572
PARSIPPANY, NJ
Past
August 25, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
PARSIPPANY, NJ
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
PARSIPPANY, NJ
Past
March 7, 2017 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
Staten Island, NY
Past
June 2, 2000 - July 6, 2016
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
STATEN ISLAND, NY
Past
August 30, 1999 - June 7, 2000
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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
Florida(9/18/2025)
IAR
New Jersey(9/23/2024)
RR
New Jersey(9/5/2025)
IAR
New York(7/1/2022)
RR
New York(9/5/2025)
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
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.
