Jeffrey Cantrell
Jeffrey Cantrell is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 27 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
Firm Size
IM Fee
Assets Under Management
Location
410 Pine St SE Ste 300, Vienna, VA, 22180
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent selling various insurance products since 1999, dedicating a few hours per week. He is also a partner/financial professional at Bowman Gaskins Financial Group, spending about a quarter of his time there, and owns a run-through business called Cantrell Financial.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Ascend Financial Services, INC.Broker
State Registrations18 states
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