Jeffrey Hastings
Jeffrey Hastings is a registered investment advisor at Cetera Investment Advisers LLC, based in Walnut Creek, CA, with 22 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
350 N Wiget Lane, Suite 140, Walnut Creek, CA, 94598
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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
Jeffrey is a partner at Hawkes & Hastings Accountancy Corpor, spending nearly full-time on tax preparation and accounting. He also sells equity indexed annuities and other insurance products through Avantax Insurance Agency and serves as a trustee for various trusts.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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