JB
JB
Jeffrey Bouchard
38 Years of Experience
Ft Worth, TX
2 DisclosuresBroker
Jeffrey Bouchard is a registered investment advisor at Cetera Investment Advisers LLC, based in Ft Worth, TX, with 38 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
100 Lexington Street Suite, Suite 100, Ft Worth, TX, 76051
Get directionsHistory
Regulatory History (2)
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Financial
October 2017Final
Customer Dispute
March 2003Settled
Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2025 - Present · 5 mos
Cetera Investment Services LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
D.A. Davidson & CO.Broker
May 2022 - December 2025 · 3 yrs 7 mos
D.A. Davidson & CO.
May 2022 - December 2025 · 3 yrs 7 mos
B. Riley Wealth ManagementBroker
April 2019 - May 2022 · 3 yrs 1 mo
B Riley Wealth Management
April 2019 - May 2022 · 3 yrs 1 mo
Ameriprise Financial Services, INC.
September 2014 - April 2019 · 4 yrs 7 mos
Ameriprise Financial Services, INC.Broker
September 2014 - April 2019 · 4 yrs 7 mos
NFP Securities, INC.Broker
March 2014 - August 2014 · 5 mos
Washington Wealth Management
February 2012 - September 2014 · 2 yrs 7 mos
Spire Securities, LLCBroker
November 2011 - September 2012 · 10 mos
Fsc Securities CorporationBroker
June 2010 - February 2011 · 8 mos
Morgan Stanley & CO. Incorporated
November 2007 - June 2008 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2008 · 8 mos
Wachovia Securities, LLCBroker
August 1998 - July 2007 · 8 yrs 11 mos
Prudential Securities IncorporatedBroker
May 1989 - August 1998 · 9 yrs 3 mos
Dean Witter Reynolds INC.Broker
October 1984 - June 1989 · 4 yrs 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.