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Jeffrey Stclair
40 Years of Experience
North Bend, OR
2 DisclosuresBrokerSells Insurance
Jeffrey Stclair is a registered investment advisor at Cetera Investment Advisers LLC, based in North Bend, OR, with 40 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
1956 Meade St, North Bend, OR, 97459
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Regulatory History (2)
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Customer Dispute
March 2015Settled
Regulatory
June 1989Final
Other Business ActivitiesSells Insurance
Jeffrey is involved in insurance through St. Clair Capital Ventures, LTD. He also owns rental property through St. Clair Capital Ventures, which is not securities related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2011 - March 2024 · 12 yrs 5 mos
Securities America, INC.Broker
January 2009 - October 2011 · 2 yrs 9 mos
Securities America Advisors, INC.
January 2009 - October 2011 · 2 yrs 9 mos
Brecek & Young Advisors, INC.
October 2007 - January 2009 · 1 yr 3 mos
Brecek & Young Advisors, INC.Broker
February 2000 - January 2009 · 8 yrs 11 mos
Securities Management & Research, INC.Broker
July 1999 - January 2000 · 6 mos
American General Securities IncorporatedBroker
October 1997 - June 1999 · 1 yr 8 mos
Uslife Equity Sales CORP.Broker
March 1996 - October 1997 · 1 yr 7 mos
Emmett a Larkin Company, INC.Broker
March 1995 - February 1996 · 11 mos
Kohn, Hebert & Associates, LTD.Broker
August 1994 - March 1995 · 7 mos
U.S. Securities Clearing CORP.Broker
September 1989 - July 1994 · 4 yrs 10 mos
Transamerica Securities Sales CorporationBroker
October 1987 - September 1989 · 1 yr 11 mos
Transamerica Financial Resources, INC.Broker
November 1986 - September 1989 · 2 yrs 10 mos
Bnl Securities INC.Broker
November 1985 - November 1986 · 1 yr
State Registrations2 states
AZOR
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.