Jeffrey Kotch is a CFP, PFS-designated registered investment advisor, based in Ocean, NJ, with 24 years of industry experience.
Location
Ocean, NJ
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Jeffrey is a sole-practitioner CPA providing accounting and tax services to individuals and businesses since 2022. This takes nearly full-time, with 100 hours per month dedicated to securities trading.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2002 - September 2025 · 23 yrs 2 mos
Avantax Investment Services, INC.Broker
June 2001 - September 2025 · 24 yrs 3 mos
State Registrations3 states
MDNJSC
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.