Jeffrey Lovas is a registered investment advisor, based in San Antonio, TX, with 34 years of industry experience.
Location
San Antonio, TX
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Regulatory History (1)
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Customer Dispute
January 2004Settled
Other Business Activities
Jeffrey is the owner and a CPA at Lovas Financial, a tax practice and branding DBA. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Cetera Investment Advisers LLC
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C.J.M. Asset Management, LLC
July 2002 - October 2005 · 3 yrs 3 mos
C. J. M. Planning CORP.Broker
December 1991 - October 2005 · 13 yrs 10 mos
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.