James Jeffrey Mcatee

Current Employers

Employment History

• 10/2025 → Present
  Mcatee Wealth Management
  Decatur, IL
• 10/2014 → 09/2019
  Summit Brokerage Services
  Mt. Zion, IL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2014 → 05/2021
  Summit Financial Group Inc
  Mt Zion, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-10-21 → 2021-05-20
  Summit Financial Group Inc
  Mt Zion, IL
• 2012-09-07 → 2014-10-29
  Lpl Financial Llc
  Mt. Zion, IL

Other Businesses

1) 03/05/2012: NOTARY PUBLIC - TIME SPENT 1% - MT. ZION, IL 2) 09/23/2013 - MCATEE FINANCIAL CENTRE - NON-VARIABLE INSURANCE DBA - MCATEE FINANCIAL CENTRE - SOLICITATION AND SALE OF INSURANCE BASED PRODUCTS AND SECURITES - 10% OF TIME SPENT - MT ZION, IL 3) 04/08/2014 - MCATEE ACCOUNTING - TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPARATION BY LAUREN AXE CPA UNDER THE DBA OF MCATEE ACCOUNTING. I PROVIDE AND COVER OVERHEAD INCLUDING OFFICE SPACE SECRETARY UTILITIES. RECEIVE 30% OF REVENUE. I DO NOT DO ANY TAX WORK FOR CLIENTS. - TIME SPENT 5% - MT. ZION, IL 4) NAME OF OTHER BUSINESS: MCATEE WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/1/25, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2012-09-06
• S63 Uniform Securities Agent State Law Examination
  1991-07-24

Other Names

• James Jeffrey Ncatee
• Jay Mcatee