Jeffery Rozovics
Jeffery Rozovics is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 23 years of industry experience. Jeffery 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
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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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
Jeffery is an insurance agent referring clients to Paquette Financial Services and manages the accounting and tax firm Rozovics Group LLP full-time. He also sells annuities through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations9 states
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