TJ
TJ

Tex Janecek

20 Years of Experience
Billings, MT
BrokerSells Insurance

Tex Janecek is a registered investment advisor at Cetera Investment Advisers LLC, based in Billings, MT, with 20 years of industry experience. Tex 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

Billings, MT

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History

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.

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Other Business ActivitiesSells Insurance

Tex is an agent for fixed insurance products, including life, annuities, and long-term care, and an insurance agent for Ataraxia, dedicating a few hours per week to each. Tex is also VP Investments at FFEC Wealth Partners, which takes nearly full-time hours, and is involved in a nonprofit, equipment rental, and farm operation, each taking minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
April 2022 - Present · 4 yrs 3 mos
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
First Financial Equity Corporation
December 2009 - April 2022 · 12 yrs 4 mos
First Financial Equity CorporationBroker
December 2009 - April 2022 · 12 yrs 4 mos
Metlife Securities INC.
March 2008 - January 2010 · 1 yr 10 mos
Metlife Securities INC.Broker
March 2007 - January 2010 · 2 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
March 2007 - July 2007 · 4 mos
Waddell & Reed, INC.
January 2004 - May 2005 · 1 yr 4 mos
Waddell & Reed, INC.Broker
January 2004 - May 2005 · 1 yr 4 mos
State Registrations5 states
AZMTNYWIWY
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.
Tex Janecek - Financial Advisor | TrueAdvisor