Robert Jeffords
Robert Jeffords is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenwich, NY, with 35 years of industry experience. Robert 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
Greenwich, NY
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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
Robert sells fixed insurance products, including life insurance and annuities, dedicating full-time hours to this activity. He also works as a registered income tax preparer and serves as treasurer for the Southern Adirondack Library System, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Delta Equity Services CorporationBroker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
State Registrations5 states
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