TJ
Tex J. Janecek
CETERA INVESTMENT ADVISERS LLC
Billings, MT
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CRD#: 4717307
TJ
Professional summary
Tex James Janecek is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Billings, Montana and CETERA WEALTH SERVICES, LLC located in Billings, Montana.
Tex is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Tex has worked at 6 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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: 1/2004 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: MONTANA SAFARI CLUB INVESTMENT RELATED: NO ADDRESS: PO BOX 1754, BILLINGS, MT 59103 NATURE OF BUSINESS: NONPROFIT ORGANIZATION FOR THE CONSERVATION OF WILDLIFE, EDUCATION OF THE PEOPLE AND PROTECTION OF HUNTER'S RIGHTS START DATE: 8/2014 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDING GUIDANCE TO THE BOARD, BOARD ADVISORY; 3. NAME OF OTHER BUSINESS: TOPKNOT LLC INVESTMENT RELATED: NO ADDRESS: 4928 INDIAN RIDGE RD, BILLINGS, MT 59101 NATURE OF BUSINESS: EQUIPMENT RENTAL START DATE: 6/2004 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: GENERAL CURRENTLY ENTITY IS INACTIVE HOWEVER LLC IS ACTIVE, EQUIPMENT RENTAL.; 4. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDE FINANCIAL SERVICES START DATE: 4/2022 POSITION/TITLE/RELATIONSHIP: VP INVESTMENTS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES UNDER FFEC 5. NAME OF OTHER BUSINESS: ATARAXIA INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 3/2021 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: INSURANCE AGENT; 6. NAME OF OTHER BUSINESS: SORREL HORSE LLC; INVESTMENT RELATED: NO; ADDRESS: 4539 COULEE DR, BILLINGS, MT 59101; NATURE OF BUSINESS: FARM; START DATE: 8/1988; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGING PARTNER, BACK UP TREASURER FOR HORSE FARM - FARMING & WILDLIFE HABITAT;
CRS (Client Relationship Summary) - RIA
Click below to view Tex James Janecek'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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 550 N. 31st Street Suite 530, Billings, MT 59101RIA
CRD#: 105644
Billings, MT
Current
April 20, 2022 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 550 N. 31st Street Suite 530, Billings, MT 59101BD
CRD#: 13572
Billings, MT
Past
April 20, 2022 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
BILLINGS, MT
Past
December 21, 2009 - April 20, 2022
FFEC WEALTH PARTNERS LLC
RIA
CRD#: 16507
Billings, MT
Past
December 18, 2009 - April 20, 2022
FFEC WEALTH PARTNERS LLC
BD
CRD#: 16507
Billings, MT
Past
March 17, 2008 - January 6, 2010
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BILLINGS, MT
Past
March 2, 2007 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
BILLINGS, MT
Past
March 2, 2007 - January 6, 2010
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BILLINGS, MT
Past
January 21, 2004 - May 25, 2005
WADDELL & REED
RIA
CRD#: 866
BILLINGS, MT
Past
January 1, 2004 - May 25, 2005
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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(4/20/2022)
RR
Montana(4/20/2022)
IAR
Montana(6/29/2023)
RR
New York(4/20/2022)
RR
Wisconsin(4/20/2022)
RR
Wyoming(4/20/2022)
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.
