JS
JS
Jeffery Schlenker
24 Years of Experience
Spokane, WA
Broker
Jeffery Schlenker is a registered investment advisor at Cetera Investment Advisers LLC, based in Spokane, WA, with 24 years of industry experience. Jeffery 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
Loading...
Location
Spokane, WA
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 8 mos
Cetera Investment Services LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
October 2023 - June 2024 · 8 mos
Raymond James Financial Services Advisors, INC
October 2023 - June 2024 · 8 mos
Cetera Investment Services LLCBroker
June 2021 - October 2023 · 2 yrs 4 mos
Cetera Investment Advisers LLC
June 2021 - October 2023 · 2 yrs 4 mos
Cetera Investment Advisers LLC
October 2015 - August 2020 · 4 yrs 10 mos
Cetera Investment Services LLCBroker
November 2014 - August 2020 · 5 yrs 9 mos
Cetera Investment Services LLCBroker
March 2011 - March 2013 · 2 yrs
Fintegra, LLCBroker
June 2001 - March 2008 · 6 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
October 1996 - June 2001 · 4 yrs 8 mos
United Securities Alliance, INC.Broker
April 1996 - October 1996 · 6 mos
Wma Securities, INC.Broker
February 1996 - October 1996 · 8 mos
State Registrations3 states
IDORWA
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.