Jeffrey Schneider
Jeffrey Schneider is a registered investment advisor at Cetera Investment Advisers LLC, based in Addison, 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
Firm Size
IM Fee
Assets Under Management
Location
16475 Dallas Pkwy Ste 325, Addison, TX, 75001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling health insurance and owner/tax preparer for Jeff Schneider & Associates, providing financial, insurance, tax preparation, and accounting services. He also plays guitar in The Epic Big Band and volunteers on the board of directors for Catholic Charities of Dallas.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Sws Financial ServicesBroker
Sws Financial ServicesBroker
Fsc Securities CorporationBroker
State Registrations14 states
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