JA
CFP
JA
CFP

Jeffrey Antos

37 Years of Experience
Wheeling, IL
1 DisclosureBroker

Jeffrey Antos is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wheeling, IL, with 37 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

500 W. Palatine, #102, Wheeling, IL, 60090

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History

Regulatory History (1)
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Customer Dispute
October 2017
Settled
Other Business Activities

Jeffrey is a Vice President at Antos Advisors, a CPA firm, since 1990, dedicating full-time hours to tax return preparation. He is also a Principal Partner at Antos Wealth Advisors, providing wealth management services for a few hours per week, and owns Antos Properties, LLC, a real estate rental business, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 1998 - Present · 28 yrs 3 mos
Cetera Financial Specialists LLCBroker
August 1988 - Present · 37 yrs 9 mos
State Registrations24 states
AZCACOFLGAHIIDILINKYLAMIMNMTNCNMNVNYOHORSCTNTXWI
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.