Jeffrey Nagel
Jeffrey Nagel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bellport, NY, with 14 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
16 Station Road, Ste.11, Bellport, NY, 11713
Get directionsHistory
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 sells equity indexed annuities and is a financial advisor at JDN Wealth Management LLC, dedicating about a quarter of his time to the latter. He also serves on the board of Bellport Country Club and Patchogue YMCA, focusing on membership and facility improvements.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
John Thomas FinancialBroker
State Registrations12 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.