JB
JB

Jane Brockway

24 Years of Experience
Champaign, IL
BrokerSells Insurance

Jane Brockway is a registered investment advisor at Cetera Investment Advisers LLC, based in Champaign, IL, with 24 years of industry experience. Jane 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

Champaign, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jane is the owner of Brockway Wealth Partners, a financial services business, dedicating a full-time amount of time to it. She is also an insurance agent selling life, disability, fixed annuities, and long-term care insurance, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2022 - June 2023 · 10 mos
CUNA Brokerage Services, INC.
February 2006 - February 2021 · 15 yrs
CUNA Brokerage Services, INC.Broker
October 2003 - February 2021 · 17 yrs 4 mos
Pruco Securities CorporationBroker
October 2001 - September 2003 · 1 yr 11 mos
American General Financial Advisors, INC.Broker
December 1999 - July 2001 · 1 yr 7 mos
The Variable Annuity Marketing CompanyBroker
December 1999 - July 2001 · 1 yr 7 mos
State Registrations3 states
ILORWI
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.