Jeffrey Robertson
Jeffrey Robertson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Chehalis, WA, with 42 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
365 NW Chehalis Ave, Chehalis, WA, 98532
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the president of Cascade Tax Company, providing tax preparation and accounting services since 1992, dedicating nearly full-time hours. He is also a member of Dean Properties LLC, owner of Robertson Rentals, and treasurer for Twin Cities Rotary Foundation, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Investors Brokerage Services, INC.Broker
Southmark Financial Services, INC.Broker
Ids Financial Services INC.Broker
Ids Marketing CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.