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JR

Jeffrey S. Rowland

CETERA INVESTMENT ADVISERS
MACON, GA 31210
Some features on this profile are disabled
CRD#: 6122355
JR

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

Are you a "fiduciary"?
Yes

Aliases

Jeffrey S Rowland | Jeffrey Scott Rowland

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Rowland's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 20, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1701 Bass Road Suite 200, Macon, GA 31210
RIA
CRD#: 105644
MACON, GA
Current

February 20, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 1701 Bass Road Suite 200, Macon, GA 31210
BD
CRD#: 13572
Macon, GA
Past

January 30, 2025 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
Macon, GA
Past

January 29, 2025 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Macon, GA
Past

May 18, 2022 - October 17, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
MACON, GA
Past

May 18, 2022 - October 17, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
MACON, GA
Past

November 23, 2015 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
MACON, GA
Past

November 18, 2015 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
MACON, GA
Past

April 15, 2014 - October 2, 2015

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
MACON, GA
Past

April 15, 2014 - October 2, 2015

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
MACON, GA
Past

September 30, 2013 - April 16, 2014

MORGAN STANLEY

RIA
CRD#: 149777
MACON, GA
Past

August 14, 2013 - April 16, 2014

MORGAN STANLEY

BD
CRD#: 149777
MACON, GA
Past

January 28, 2013 - April 22, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MACON, 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
Georgia
(2/20/2025)
IAR
Georgia
(2/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/25/2013
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Macon, GA 31210

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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