JE
JE

Jeffrey Etzin

32 Years of Experience
Hackensack, NJ
Broker

Jeffrey Etzin is a registered investment advisor at Cetera Investment Advisers LLC, based in Hackensack, NJ, with 32 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

One University Plaza, Suite 512, Hackensack, NJ, 07601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey is the Vice President of GE Supply Link Corp, dedicating minimal time weekly. He also works as a CPA through Jeffrey Etzin, CPA, P.C. (about a quarter of his time), Jeffrey Etzin & Associates (a few hours per week), and PEM Accounting & Tax Services LLC (minimal time).

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2006 - Present · 19 yrs 5 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C. J. M. Planning CORP.Broker
March 1994 - October 2005 · 11 yrs 7 mos
State Registrations3 states
CANJNY
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.