JH
JH

Jeffrey Hendershot

30 Years of Experience
San Diego, CA
Broker

Jeffrey Hendershot is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 30 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

655 W Broadway 12th Fl, San Diego, CA, 92101

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffrey volunteers at the San Diego Zoo Wildlife Alliance. This activity requires minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2020 - Present · 5 yrs 5 mos
Cetera Advisors LLCBroker
April 2020 - Present · 6 yrs 1 mo
Cetera Advisors LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
First Allied Securities, INC.Broker
April 2015 - September 2022 · 7 yrs 5 mos
LPL Financial LLCBroker
March 2011 - May 2013 · 2 yrs 2 mos
Legend Equities CorporationBroker
December 2010 - February 2011 · 2 mos
Nationwide Fund Distributors LLCBroker
January 2008 - December 2008 · 11 mos
Nationwide Investment Services CorporationBroker
January 2008 - January 2008 · 0 mos
Nationwide Investment Services CorporationBroker
January 2001 - December 2007 · 6 yrs 11 mos
Nationwide Advisory Services, INC.Broker
April 1992 - January 2001 · 8 yrs 9 mos
The Ohio CompanyBroker
November 1990 - August 1991 · 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.