JR
Jeffrey A. Reboulet
CETERA INVESTMENT ADVISERS LLC
DAYTON, OH 45459
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CRD#: 4629894
JR
Professional summary
Jeffrey A. Reboulet, who also goes by Jeffrey A. Reboulet, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Dayton, Ohio and CETERA ADVISORS LLC located in Dayton, Ohio.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey A. Reboulet
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) REB SPORTS ACADEMY AN OHIO CORPORATION, 3776 GRAND OAK TRAIL DAYTON, OH 4540, SPROT ACTIVITIES FOR KIDS, NON-PROFIT, 5HR/WK. (2) NAME OF OTHER BUSINESS: DBA MASTERS PROSPORTS & ENTERTAINMENT INVESTMENT RELATED: YES ADDRESS: 3776 GRAND OAK TRAIL, DAYTON, OHIO 45440 NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/1/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40+ APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS. (3) BIG LEAGUE MONEY BOOK & WEBSITE CREATED UNDER HORIZON SOLUTIONS LLC, NOT INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, CO-AUTHOR OF BOOK AND WEBSITE, START JULY 2014, LESS THAN 1 HOUR PER WEEK - NOT DURING TRADING HOURS, AUTHOR. (4) NAME OF OTHER BUSINESS: POA FOR MOTHER AND FATHER; INVESTMENT RELATED: NO; ADDRESS: 3776 GRAND OAK TRAIL, DAYTON, OH 45440; NATURE OF BUSINESS: POA; START DATE: 05/2015; POSITION/TITLE/RELATIONSHIP: POA; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: POA DUTIES; (5) NAME OF OTHER BUSINESS: MLBPA; INVESTMENT RELATED: NO; ADDRESS: 12 EAST 49TH STREET 24TH FLOOR, NEW YORK, NY 10017; NATURE OF BUSINESS: PLAYERS ASSOCIATION; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: CONSULTANT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: HELPING IMPROVE THE ORGANIZATION; (6) NAME OF OTHER BUSINESS: HORIZON FINANCIAL GROUP ; INVESTMENT RELATED: YES; ADDRESS: 15015 Jamestown Blvd, STE 100, Baton Rouge, LA 70810; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (7) NAME OF OTHER BUSINESS: PLAYERS WAY, LLC, INVESTMENT RELATED: NO, ADDRESS: 13506 SUMMERPORT VILLAGE PKWY, STE 226, WINDERMERE, FL 34786, NATURE OF BUSINESS BASEBALL CAMPS & CLINICS, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: COORDINATOR, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: SET UP AND RUN LOCAL BASEBALL AND SOFTBALL CAMPS/CLINICS; (8) NAME OF OTHER BUSINESS: REB BASEBALL, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: BASEBALL/SOFTBALL, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PROVIDE CONSULTING FOR BASEBALL/SOFTBALL TEAMS AND PLAYERS. OFFER CAMPS AND CLINICS; (9) NAME OF OTHER BUSINESS: MIDWEST SPORTS PERFORMANCE LLC; INVESTMENT RELATED: NO; ADDRESS: 1232 FALKE DRIVE DAYTON, OH 45432; NATURE OF BUSINESS: SPORTS RELATED; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP OWNER:; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RUNS CAMPS, CLINICS, BASEBALL & SOFTBALL TOURNAMENTS, LEAGUES, SELLS EQUIPMENT, PROGRAMMING AND CONSULTS FOR SPORTS ACTIVITIES;
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey A. Reboulet'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
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7333 Paragon Rd Ste 250, Dayton, OH 45459RIA
CRD#: 105644
DAYTON, OH
Current
January 1, 2004 - Present
CETERA ADVISORS LLC
BD
CRD#: 10299
Dayton, OH
Past
January 3, 2007 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
BATON ROUGE, LA
Past
September 8, 2004 - December 31, 2005
CETERA ADVISORS LLC
RIA
CRD#: 10299
BATON ROUGE, LA
Past
February 17, 2003 - January 1, 2004
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
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(3/30/2005)
RR
California(9/8/2004)
RR
Florida(1/3/2005)
RR
Indiana(9/8/2004)
RR
Louisiana(9/10/2004)
RR
Maryland(7/14/2005)
RR
North Carolina(1/5/2007)
RR
Ohio(1/1/2004)
IAR
Ohio(3/21/2024)
RR
Tennessee(9/7/2022)
RR
Texas(3/17/2016)
IAR
Texas(3/21/2024)
RR
Virginia(1/4/2021)
RR
Washington(10/20/2023)
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
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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#: 105644Dayton, OH 45459TRUST BUT VERIFY
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