JD
JD

Jack Desantis

25 Years of Experience
Staten Island, NY
Broker

Jack Desantis is a registered investment advisor, based in Staten Island, NY, with 25 years of industry experience.

Location

2 Teleport Dr., Ste 104, Staten Island, NY, 10311

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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 Activities

Jack is a financial advisor at Headquarters Advisory Group, LLC, dedicating about 10-20% of his time to referring financial service clients. He also serves as treasurer for multiple political committees, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Avantax Planning Partners, INC.
July 2022 - Present · 4 yrs
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Capital CORP.Broker
March 2017 - October 2019 · 2 yrs 7 mos
1st Global Capital CORP.Broker
June 2000 - July 2016 · 16 yrs 1 mo
Signator Investors, INC.Broker
August 1999 - June 2000 · 10 mos
State Registrations3 states
FLNJNY
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.
Jack Desantis - Financial Advisor | TrueAdvisor