JM
CFP
JM
CFP

Jeffrey Murry

16 Years of Experience
El Segundo, CA
BrokerSells Insurance

Jeffrey Murry is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in El Segundo, CA, with 16 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2301 Rosecrans Ave #5100, El Segundo, CA, 90245

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jeffrey is a part-owner of Murry Investments LLC, a rental property business, dedicating minimal time to maintaining properties and collecting rent. He also sells fixed indexed annuities, dedicating minimal time to recommending products and assisting clients.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Advisors LLC
April 2025 - Present · 1 yr 1 mo
Cetera Financial Specialists LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLC
April 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLC
April 2025 - Present · 1 yr 1 mo
Cetera Advisors LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Financial Specialists LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLCBroker
April 2025 - Present · 1 yr 1 mo
Avantax Planning Partners, INC.
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
July 2012 - October 2019 · 7 yrs 3 mos
1st Global Capital CORP.Broker
March 2010 - October 2019 · 9 yrs 7 mos
Primevest Financial Services, INC.
May 2009 - March 2010 · 10 mos
Primevest Financial Services, INC.Broker
April 2009 - March 2010 · 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jeffrey Murry - Financial Advisor | TrueAdvisor