Jeffrey Williams
Jeffrey Williams is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 25 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
711 E Henderson Avenue, Tampa, FL, 33602
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2018Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Jeffrey is the president of GTE Insurance, LLC & GTE Title, LLC, overseeing the group without direct sales. He also co-owns Pine Ridge Events, LLC (event planning), El Jefe Guitars, LLC (custom guitars), and The Bear and the Blonde, LLC (holding company), spending a few hours per week on Pine Ridge Events.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Cco Investment Services CORP.Broker
Cco Investment Services CORP.
The Huntington Investment Company
The Huntington Investment CompanyBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations2 states
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.