Jack Anthony Desantis

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Jack A Desantis Jr Cpa
  Staten Island, NY
• 03/2017 → 10/2019
  1St Global Capital Corp.
  Staten Island, NY
• 03/2017 → 09/2025
  Avantax Insurance Services, Inc.
  Staten Island, NY
• 03/2017 → 10/2019
  1St Global Investment Advisor Services, Inc
  Saten Island, NY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Staten Island, NY
• 10/2019 → 09/2025
  Avantax Advisory Services
  Staten Island, NY
• 07/2022 → Present
  Avantax Planning Partners, Inc.
  Staten Island, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Staten Island, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-25 → 2025-09-05
  Avantax Advisory Services
  Staten Island, NY
  Parsippany, NJ
  Dallas, TX
  Staten Island, NY

Other Businesses

1) HEADQUARTERS ADVISORY GROUP, LLC POSITION: Financial advisor NATURE: Refer financial service clients to HQ Michele Lee & Skip Angelo INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2017 ADDRESS: 77 E Halsey Rd., Parsippany NJ 07054, United States DESCRIPTION: Provide referral and assist advisors of HQ 2) DIALLO FOR STATE COMMITTEE POSITION: Treasurer NATURE: Political Candidate Campaign Committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/04/2024 ADDRESS: 2 TELEPORT DR, Ste 104, Staten Island NY 10311, United States DESCRIPTION: Government Filings, Maintain Receipts & Disbursements of Committee 3) CHARLES FALL FOR NY POSITION: Treasurer NATURE: Political Committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 2 Teleport Dr, Ste 104, Staten Island NY 10311, United States DESCRIPTION: File Disclosure Reports with NYS Bd of Elections, deposit contributions & pay bills 4) ANN THOMPSON FOR SUPREME COURT POSITION: Treasurer NATURE: Political Candidate Committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/15/2021 ADDRESS: 2 Teleport Dr., Suite 104, Staten Island NY 10311, United States DESCRIPTION: Deposit Contributions pay invoices file necessary disclosure reports with NYS Board of Elections 5)Novak for Civil Court; Treasurer; Single Candidate election committee; NIR; 1; 09/15/2021; 2 Teleport Dr. Staten Island NY 10311; Deposit Contributions pay invoices & file necessary disclosure reports with NYS Board of Elections

Exams

• S66 Uniform Combined State Law Examination
  1999-12-13

Other Names

• Jack Anthony Jr Desantis