JC
Jeremy Callegan
CETERA INVESTMENT ADVISERS LLC
NEW ORLEANS, LA 70123
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CRD#: 6468824
JC
Professional summary
Jeremy Callegan, AIF® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in New Orleans, Louisiana and CETERA WEALTH SERVICES, LLC located in New Iberia, Louisiana.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jeremy 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
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) SHAW ALUMNI ASSOCIATION; POSITION: President NATURE: I serve on the alumni board (currently as President), which seeks to assist current and former students when needed. We coordinate and host various events for Archbishop Shaw High School throughout the year. This is a volunteer activity, with no compensation or conflicts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019; ADDRESS: 1000 Salesian Lane, Marrero LA 70072, US; I schedule up to 6 board meetings in the calendar year. I assist other board members, and fellow alumni, in putting on the various events that the alumni association participates in each year. 2) COSOURCE FINANCIAL GROUP, LLC; POSITION: Financial Advisor NATURE: CoSource Financial Group specializes in corporate sponsored retirement plans (profit sharing, 401(k), 457, etc). This includes consulting on plan design, to employee education and platform selection and monitoring. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/22/2017; ADDRESS: 880 West Commerce Rd, Suite 404, New Orleans LA 70123, US; I will be an associate advisor, I will be prospecting for new business opportunities in the retirement plan space-upon completion of training plan. 3) CALLEGAN ENTERPRISES, LLC POSITION: Member NATURE: It is a family LLC established as a real estate holding company. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 35 Oak Alley Blvd., Marrero LA 70072, United States DESCRIPTION: I will be assisting with the search, analysis and negotiations of prospective investment properties to be purchased and managed by the LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Callegan'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®
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 880 W. Commerce Road Suite 404, New Orleans, LA 70123RIA
CRD#: 105644
NEW ORLEANS, LA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 152 West Main Street, New Iberia, LA 70560Office #2: 406 W. 3rd St., Thibodaux, LA 70301Office #3: 880 W. Commerce Road Suite 404, New Orleans, LA 70123BD
CRD#: 13572
NEW IBERIA, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
New Iberia, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Thibodaux, LA
Past
March 27, 2017 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
Thibodaux, LA
Past
February 22, 2017 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
Thibodaux, LA
Past
May 13, 2015 - February 28, 2017
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
BOSTON, MA
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
California(9/5/2025)
RR
Louisiana(9/5/2025)
IAR
Louisiana(9/5/2025)
RR
Mississippi(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(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
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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#: 105644New Orleans, LA 70123TRUST BUT VERIFY
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