Jeffrey Walters
Jeffrey Walters is a registered investment advisor at Cetera Investment Advisers LLC, based in Independence, MO, with 24 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
4200 Little Blue Parkway, Independence, MO, 64057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the CFO of Blue Ridge Bank, preparing financial statements and involved in investment decisions, and also prepares individual tax returns. He is also a board member at Methodist Church and treasurer for Saint Peters United Methodist Church, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations11 states
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