JN
Jeffery G. Nettles
CETERA INVESTMENT ADVISERS LLC
JACKSONVILLE, FL 32256
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CRD#: 6820567
JN
Professional summary
Jeffery Glen Nettles is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Jacksonville, Florida and CETERA WEALTH SERVICES, LLC located in Jacksonville, Florida.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jeffery has worked at 3 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. CLAY COUNTY SOCCER CLUB POSITION: Manager NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2021 ADDRESS: 4387 Lake shore Dr, Fleming Island FL 32003, United States DESCRIPTION: Team manger for my daughter's soccer team; 2. FLORIDA BLUE POSITION: Agent/Broker NATURE: Group Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2021 ADDRESS: 4800 Deerwood Campus Parkway,, DC2-6, Jacksonville FL 32246, United States DESCRIPTION: Agent of Record for a group benefit plan; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: NO; ADDRESS: 1715 EAGLE BRANCH CT, FLEMING ISLAND, FL, 32003; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/2024; APX NUMBER OF HOURS PER WEEK: Less than 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Glen Nettles'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
July 14, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 10199 Southside Blvd Building One Suite 200, Jacksonville, FL 32256Office #2: 3520 Nw 43rd Street, Gainesville, FL 32606RIA
CRD#: 105644
JACKSONVILLE, FL
Current
July 5, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 10199 Southside Blvd, Builidng One Ste 200, Jacksonville, FL 32256BD
CRD#: 13572
Jacksonville, FL
Past
December 7, 2017 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Jacksonville, FL
Past
July 12, 2017 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Jacksonville, FL
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
Alabama(1/17/2025)
RR
Colorado(8/10/2023)
RR
District of Columbia(8/10/2023)
RR
Florida(7/5/2023)
IAR
Florida(7/14/2023)
RR
Georgia(8/10/2023)
RR
Kentucky(3/25/2024)
RR
Michigan(8/10/2023)
RR
Minnesota(8/10/2023)
RR
Ohio(6/21/2024)
RR
Tennessee(5/13/2025)
RR
Texas(8/10/2023)
IAR
Texas(8/10/2023)
RR
Washington(8/10/2023)
RR
West Virginia(3/11/2024)
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
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Jacksonville, FL 32256TRUST BUT VERIFY
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