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Jeffrey Reboulet

23 Years of Experience
Dayton, OH
Broker

Jeffrey Reboulet is a registered investment advisor at Cetera Investment Advisers LLC, based in Dayton, OH, with 23 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Dayton, OH

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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 Activities

Jeffrey is involved in several outside business activities, including sports-related ventures, financial services, and authoring a book. He dedicates a significant amount of time (nearly full-time) to his DBA for securities business, Masters Prosports & Entertainment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2007 - March 2024 · 17 yrs 2 mos
Multi-Financial Securities Corporation
September 2004 - December 2005 · 1 yr 3 mos
Ifg Network Securities, INC.Broker
February 2003 - January 2004 · 11 mos
State Registrations11 states
AZCAFLINLAMDNCOHTNTXWA
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.
Jeffrey Reboulet - Financial Advisor | TrueAdvisor