Jeffrey Michael Kotch

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

• 08/1998 → Present
  Pierson & Oujo
  Wall, NJ
• 05/2001 → 09/2025
  Avantax Investment Services, Inc.
  Wall, NJ
• 01/2002 → 09/2025
  Avantax Advisory Services
  Wall, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ocean, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-07-02 → 2025-09-05
  Avantax Advisory Services
  Wall, NJ
  Ocean, NJ

Other Businesses

JEFFREY KOTCH, CPA POSITION: Owner NATURE: Certified Public Accountant providing accounting and tax services INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 11/08/2022 ADDRESS: 70 Cold Indian Springs Road, Ocean NJ 07712, United States DESCRIPTION: I am a sole-practitioner CPA providing accounting and tax services to individuals and business. I have no employees and provide all of the services myself.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-06-22

Designations

• Certified Financial Planner
• Personal Financial Specialist