Jeffrey Michael Antos

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

• 06/1988 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/1998 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1)ANTOS ADVISORS; NOT INV REL; SAME AS REGISTERED ADDRESS; CPA FIRM; VICE PRESIDENT SINCE 1990; 40+ HRS/WK; DUTIES-TAX RETURNS WITH POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS: 2)ANTOS WEALTH ADVISORS; SAME AS REGISTERED ADDRESS; WEALTH MANAGEMENT SERVICES; PRINCIPAL PARTNER SINCE 2008; 10 HRS/WK; DUTIES-WEALTH MANAGEMENT: 3)ANOTS ADVISORS PAYROLL INC, NOT INVEST REL, SAME AS REGISTERED ADDRESS, PAYROLL SERVICES, START 11/04/11, 0HRS, OWNER. 4)NAME OF OTHER BUSINESS: ANTOS PROPERTIES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: REAL ESTATE RENTALS; START DATE: 06/22/2015; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ENTITY OWNS CURRENT OFFICE LOCATION; 5) NAME OF OTHER BUSINESS: ANTOS ADVISORS, LTD.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 5/1988; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: PREPARE PERSONAL INCOME TAXES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-20
• S63 Uniform Securities Agent State Law Examination
  1990-08-02

Designations

• Certified Financial Planner

Other Names

• Jeff Antos
• Bean Antos