Jeffrey Beasley
Jeffrey Beasley is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 21 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
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2018Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling various insurance products through Avantax Insurance Agency and other companies, dedicating about 10-20% of his time to this. He also owns Ignyte Financial, LLC, which he uses for securities industry business and spends nearly full-time hours on.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Independent Financial Partners
Ifp Securities, LLCBroker
Key Investment Services LLC
Key Investment Services LLCBroker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
State Registrations15 states
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.