James Albert Bruckner

Current Employers

Employment History

• 12/1981 → Present
  J.B. Real Estaate & Income Tax
  Ventura, CA
• 10/1989 → 09/2025
  Avantax Investment Services, Inc.
  Camarillo, CA
• 08/1993 → 09/2025
  Avantax Advisory Services
  Camarillo, CA
• 11/1997 → 09/2025
  Avantax Insurance Agency, Llc
  Camarillo, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Camarillo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1993-07-08 → 2025-09-05
  Avantax Advisory Services
  Camarillo, CA

Other Businesses

1) J B INCOME TAX, INC~340 ROSEWOOD AVE., SUITE E~CAMARILLO~CA~93010~Accounting/Bookkeeping (No Tax Preparation)~Tax Preparation/Accounting~1/1/2010~40hrs~30hrs~TAX PREPARATION 2) Various Rental Properties~340 ROSEWOOD AVE., SUITE E~CAMARILLO~CA~93010~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1980~10hrs~0hrs~RENTAL PROPERTY MGR. 3) VENTURA INPROV CO, INC POSITION: TREASURER NATURE: IMPROV THEATER GROUP INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/25/2023 ADDRESS: 4898 LAFAYETTE ST., VENTURA CA 93003, United States DESCRIPTION: ANNUAL REPORTS AND TAX RETURNS 4) The Kusue Stinson Trust; co-trustee; Help close out the trust.; NIR; 5; 10/20/2022; 340 Rosewood Ave Camarillo CA 93010; Sell assets of the trust and distribute them to the beneficiaries.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-05-08

Other Names

• James Albert Bruckner