Jeffrey Stoll
Jeffrey Stoll is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Marina Del Rey, CA, with 26 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
Marina Del Rey, CA
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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 receives renewals on health insurance from Principal and is also the owner and CPA of Jeffrey B. Stoll, CPA, a professional corporation, since 2008. He spends about 10-20% of his time on income tax planning and preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations1 state
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