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Jeff Wineka

Cetera Investment Advisers LLC

York, PA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-02
  • PA RA
    APPROVED
    Since 2026-06-02

Branch Locations

220 St Charles Way Ste 130, York, PA 17402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Investment Services Llc St Cloud MN 06/2026 Present
Cetera Investment Advisers Llc York PA 06/2026 Present
First National Bank Of Pa York PA 06/2026 Present
M&T Securities Harrisburg PA 07/2016 06/2021
Lpl Financial Llc Lemoyne PA 06/2021 10/2025
Morgan Stanley Smith Barney Llc York PA 10/2025 05/2026
Morgan Stanley Private Bank, N.A New York NY 12/2025 05/2026
  • 06/2026 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2026 → Present
    Cetera Investment Advisers Llc
    York, PA
  • 06/2026 → Present
    First National Bank Of Pa
    York, PA
  • 07/2016 → 06/2021
    M&T Securities
    Harrisburg, PA
  • 06/2021 → 10/2025
    Lpl Financial Llc
    Lemoyne, PA
  • 10/2025 → 05/2026
    Morgan Stanley Smith Barney Llc
    York, PA
  • 12/2025 → 05/2026
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2025-10-09 → 2026-06-02
    Morgan Stanley
    York, PA
  • 2021-06-09 → 2025-10-16
    Lpl Financial Llc
    York, PA
    York, PA
    York, PA
    Pittsburgh, PA
    Lemoyne, PA
    Elizabethtown, PA
    York, PA
  • 2016-08-05 → 2021-06-09
    M&T Securities, Inc.
    York, PA
    Harrisburg, PA
    Lemoyne, PA
    Harrisburg, PA
    Harrisburg, PA
    Harrisburg, PA
    Middletown, PA
    Mechanicsburg, PA
    Lemoyne, PA
    Mechanicsburg, PA
    Mechanicsburg, PA
    Lemoyne, PA
    York, PA
    York, PA
    York, PA
    Elizabethtown, PA
    Baltimore, MD
  • 2013-05-06 → 2016-07-27
    Pnc Wealth Management Llc
    Mechanicsburg, PA
  • 2005-11-17 → 2012-07-05
    Pnc Wealth Management Llc
    Mechanicsburg, PA
    Mechanicsburg, PA
    Red Lion, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-16
S63 Uniform Securities Agent State Law Examination 2002-03-02
  • S65 Uniform Investment Adviser Law Examination
    2005-11-16
  • S63 Uniform Securities Agent State Law Examination
    2002-03-02
Other Names
  • Jeffrey Allen Wineka

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · YORK, PA
SAVANT WEALTH MANAGEMENT · York, PA
STONEBRIDGE FINANCIAL GROUP, LLC · York, PA
SAVANT WEALTH MANAGEMENT · York, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · York, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · YORK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · YORK, PA
CETERA INVESTMENT ADVISERS LLC · YORK, PA

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