Jeffrey Positano
Jeffrey Positano is a registered investment advisor at Cetera Investment Advisers LLC, based in Scio, OH, with 19 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
108 E Main St, Scio, OH, 43988
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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 an insurance sales agent at Positano Insurance Agency since 2009, selling and servicing property, casualty, and life insurance, taking about half of his time. He is also an accountant/bookkeeper at Positano Tax and Financial Services since 2008, providing tax preparation and payroll services, also taking about half 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
Chase Investment Services CORP.Broker
State Registrations1 state
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