Jeffrey Anthony
Jeffrey Anthony is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Chandler, AZ, with 17 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
3200 W Ray Road, Suite 101, Chandler, AZ, 85226
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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 works in financial services at Wilde Wealth Management and W Family Offices, each taking about a quarter of his time. He also sells fixed insurance products, including life, annuities, and long-term care, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations21 states
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