Jeffrey D. Nagel
CETERA INVESTMENT ADVISERS LLC
BELLPORT, NY 11713
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CRD#: 5968247
Professional summary
Jeffrey David Nagel, AIF®, CFP®, who also goes by Jeff Nagel, Jeffrey Nagel, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bellport, New York and CETERA WEALTH SERVICES, LLC located in Bellport, New York.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Nagel | Jeffrey Nagel
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) BELLPORT COUNTRY CLUB GOLF BOARD MEMBER POSITION: BOARD MEMBER NATURE: Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: Bellport NY 11713, DESCRIPTION: MY JOB IS GOING TO BE TO TRY AND BRING IN NEW MEMBERS TO THE CLUB 2) JDN WEALTH MANAGEMENT LLC; POSITION: Financial Advisor NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 04/26/2021 ADDRESS: 20 Abets Creek Path, East Patchogue NY 11772, DESCRIPTION: Financial planningCash flow planningLife Insurance 3) PATCHOGUE YMCA POSITION: Board member NATURE: I will be on the board making recommendations on the facility and things they can do to help improve growth. Also, I will be helping with there annual golf outing. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 255 West Main Street, Patchogue NY 11772, DESCRIPTION: - recommendation's on the facility and ideas to drive growth.- recommendations when it comes to customer experience in the facility- Annual golf outing
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey David Nagel'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®
CFP®
Start date: 2019
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 16 Station Road Ste.11, Bellport, NY 11713RIA
CRD#: 105644
BELLPORT, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 16 Station Road Ste.11, Bellport, NY 11713BD
CRD#: 13572
Bellport, NY
Past
July 28, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Bellport, NY
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Bellport, NY
Past
June 15, 2015 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
HAUPPAUGE, NY
Past
November 13, 2014 - July 6, 2015
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
MELVILLE, NY
Past
March 7, 2012 - July 6, 2015
OPPENHEIMER & CO. INC.
BD
CRD#: 249
MELVILLE, NY
Past
September 5, 2011 - January 25, 2012
JOHN THOMAS FINANCIAL
BD
CRD#: 40982
NEW YORK, NY
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
District of Columbia(9/5/2025)
RR
Florida(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
IAR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
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.
