Jeffrey Smiejek is a registered investment advisor, based in Elk Grove Village, IL, with 17 years of industry experience.
Location
845 Oakton Street, Elk Grove Village, IL, 60007
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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 refers clients for equity index annuities and wealth management services. He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, and a partner at Porte Brown LLC, providing accounting and tax consulting services, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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