JS
CFP · ChFC
JS
CFP · ChFC
Jeffrey Steinberg
30 Years of Experience
Port Saint Lucie, FL
1 DisclosureBrokerSells Insurance
Jeffrey Steinberg is a CFP, ChFC-designated registered investment advisor, based in Port Saint Lucie, FL, with 30 years of industry experience.
Location
8517 S US Highway 1, Port Saint Lucie, FL, 34952
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2025Pending
Other Business ActivitiesSells Insurance
Jeffrey sells fixed life insurance and long-term care insurance, as well as fixed and indexed annuities. He also receives referral fees as an attorney, reviews legal documents, and works out of a shared office space, dedicating about half of his time to this location.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Avantax Planning Partners, INC.
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
April 2003 - October 2019 · 16 yrs 6 mos
1st Global Capital CORP.Broker
April 2003 - October 2019 · 16 yrs 6 mos
Metlife Securities INC.Broker
December 2001 - April 2003 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
December 2001 - April 2003 · 1 yr 4 mos
Hornor, Townsend & Kent, INC.Broker
July 1999 - December 2001 · 2 yrs 5 mos
Jefferson Pilot Securities CorporationBroker
October 1997 - July 1999 · 1 yr 9 mos
Jefferson-Pilot Investor Services, INC.Broker
August 1997 - October 1997 · 2 mos
Sun Investment Services CompanyBroker
July 1995 - August 1997 · 2 yrs 1 mo
State Registrations18 states
AZCACOCTFLGAMAMDNCNJNYOHPASCTXVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.