JS
CFP
JS
CFP

Jeffrey Sirola

14 Years of Experience
Jackson, MI
BrokerSells Insurance

Jeffrey Sirola is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Jackson, MI, with 14 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

740 Laurence Ave, Jackson, MI, 49202

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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 sells fixed insurance products since April 2025, dedicating about 10-20% of his time to this activity. This activity is investment-related and conducted at the branch location.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2026 - Present · 6 mos
Cetera Wealth Services, LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Commonwealth Financial Network
April 2025 - April 2026 · 1 yr
Commonwealth Financial NetworkBroker
April 2025 - April 2026 · 1 yr
Ameriprise Financial Services, LLC
June 2012 - April 2025 · 12 yrs 10 mos
Ameriprise Financial Services, LLCBroker
May 2012 - April 2025 · 12 yrs 11 mos
State Registrations6 states
AZFLINMIOHVA
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.
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