Jeffrey Bryon Stoll

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

• 06/1999 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2002 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2008 → Present
  Jeffrey B Stoll, Cpa
  Marina Del Rey, CA

Other Businesses

1) RECEIVE RENEWALS ON HEALTH INSURANCE FROM PRINCIPAL: 2) NAME OF OTHER BUSINESS: JEFFREY B. STOLL, CPA, A PROFESSIONAL CORPORATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INCOME TAX PLANNING AND PREPARATION; START DATE: 09/2008; POSITION/TITLE/RELATIONSHIP: OWNER / CPA; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: INCOME TAX PLANNING AND PREPARATION, LIMITED POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS;

Exams

• S66 Uniform Combined State Law Examination
  2002-09-26
• S63 Uniform Securities Agent State Law Examination
  1999-09-17

Designations

• Certified Financial Planner