JG
CFP
JG
CFP

Jeanette Gruber

29 Years of Experience
Peoria Heights, IL
BrokerSells Insurance

Jeanette Gruber is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Peoria Heights, IL, with 29 years of industry experience. Jeanette 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

3814 N Monroe, Peoria Heights, IL, 61616

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History

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.

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Other Business ActivitiesSells Insurance

Jeanette is involved in several business activities, including tax preparation and accounting, working as a paralegal, and financial planning through Gruber Financial, LTD. She also owns rental property and sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating minimal time to the insurance sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2012 - Present · 14 yrs 3 mos
Gruber Financial LTD
August 2003 - Present · 22 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - March 2024 · 12 yrs 1 mo
Pacific West Securities, INC.Broker
January 2008 - February 2012 · 4 yrs 1 mo
Pacific West Financial Consultants INC
January 2008 - February 2012 · 4 yrs 1 mo
1st Global Advisors INC
January 2003 - December 2007 · 4 yrs 11 mos
1st Global Capital CORP.Broker
January 2003 - December 2007 · 4 yrs 11 mos
Terra Financial Planning Group LTD
February 1998 - December 2002 · 4 yrs 10 mos
Terra Securities CorporationBroker
January 1997 - December 2002 · 5 yrs 11 mos
State Registrations13 states
CACOCTILMDMNMONCOHORTXWAWI
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.