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Jeffrey Mccready

31 Years of Experience
Chico, CA
BrokerSells Insurance

Jeffrey Mccready is a registered investment advisor at Cetera Investment Advisers LLC, based in Chico, CA, with 31 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

2585 Ceanothus Ave Ste 173, Chico, CA, 95973

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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 ActivitiesSells Insurance

Jeffrey is an insurance agent selling life insurance, annuities, and long-term care products with various companies since 2018. He also has a business account for paying bills related to his work with Cetera since 2003.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
January 1998 - Present · 28 yrs 4 mos
Cetera Wealth Services, LLCBroker
January 1998 - Present · 28 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
September 1999 - June 2023 · 23 yrs 9 mos
John Hancock Distributors, INC.Broker
December 1994 - February 1998 · 3 yrs 2 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1994 - May 1997 · 2 yrs 5 mos
State Registrations8 states
AZCACOGANVORTXWA
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.