Jeffrey S. Rowland
Professional summary
Jeffrey Scott Rowland, who also goes by Jeffrey S Rowland, Jeffrey Scott Rowland, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Macon, Georgia and CETERA WEALTH SERVICES, LLC located in Macon, Georgia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jeffrey has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Rowland's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1701 Bass Road Suite 200, Macon, GA 31210February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1701 Bass Road Suite 200, Macon, GA 31210January 30, 2025 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
January 29, 2025 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
May 18, 2022 - October 17, 2024
LPL FINANCIAL LLC
May 18, 2022 - October 17, 2024
LPL FINANCIAL LLC
November 23, 2015 - May 18, 2022
CUNA BROKERAGE SERVICES, INC.
November 18, 2015 - May 18, 2022
CUNA BROKERAGE SERVICES, INC.
April 15, 2014 - October 2, 2015
BB&T INVESTMENT SERVICES, INC.
April 15, 2014 - October 2, 2015
BB&T INVESTMENT SERVICES, INC.
September 30, 2013 - April 16, 2014
MORGAN STANLEY
August 14, 2013 - April 16, 2014
MORGAN STANLEY
January 28, 2013 - April 22, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/20/2025)
(2/20/2025)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
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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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Macon, GA 31210TRUST BUT VERIFY
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