Jed Matthew Inzerella

Current Employers

Employment History

• 06/2000 → 12/2024
  Investment And Financial Consulting
  New Iberia, LA
• 06/2007 → 09/2025
  Avantax Insurance Services, Inc.
  New Iberia, LA
• 08/2000 → 10/2019
  1St Global Capital Corp
  New Iberia, LA
• 07/2008 → 10/2019
  1St Global Advisors, Inc.
  New Iberia, LA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  New Iberia, LA
• 10/2019 → 09/2025
  Avantax Advisory Services
  New Iberia, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Avantax Planning Partners Inc
  Dubuque, IA

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  New Iberia, LA
• 2008-07-01 → 2019-10-25
  1St Global Advisors Inc
  New Iberia, LA
  New Iberia, LA
• 2007-10-08 → 2008-06-30
  Investment And Financial Consulting, L.L.C.
  New Iberia, LA
• 2002-10-04 → 2007-10-05
  1St Global Advisors Inc
  New Iberia, LA

Other Businesses

1) FIXED INSURANCE SALES, BOLI POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2013 DESCRIPTION: SALE OF BANK OWNED LIFE INSURANCE (BOLI) TO ONE OF OUR BANK CLIENTS. CORE GROUP DID NOT HAVE THE PRODUCT AVAILABLE SO WE ARE PLACING THE BUSINESS WITH MASS MUTUAL OF WHICH I AM SHARING IN THE COMMISSION WITH OTHER AGENTS. SALE OF BOLI TO COMMUNITY FIRST BANK. 2) WAX LAKE VENTURES, LLC POSITION: MEMBER/MANAGER NATURE: LIABILITY PROTECTION INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2009 ADDRESS: New Iberia LA 70560, United States DESCRIPTION: Liability protection 3) JMI, LLC POSITION: OWNER NATURE: THE COMPANY MAKES INVESTMENTS IN VARIOUS PRODUCTS. THE INVESTMENT THAT IS GOING TO TAKE PLACE CURRENTLY IS AN INVESTMENT IN PIPE THROUGH A JOINT VENTURE THAT IS A CLIENT OF THE INZERELLA FELDMAN ACCOUNTING FIRM AND DSF WEALTH MANAGEMENT, L.L.C. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2018 ADDRESS: 1101 E ADMIRAL DOYLE DR STE 106, NEW IBERIA LA 70560, United States DESCRIPTION: MEMBER-MANAGER

Exams

• S66 Uniform Combined State Law Examination
  2000-11-07

Designations