Jeffrey Fogle
Jeffrey Fogle is a registered investment advisor at Cetera Investment Advisers LLC, based in Irvine, CA, with 12 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
Irvine, CA
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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 operates as a financial professional under The Strategy Partners and Totus Wealth Management, spending full-time hours on these activities. He also works as an insurance agent selling life, health, disability, fixed annuities, and long-term care insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed
Waddell & ReedBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations3 states
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