Jeffrey Michael Petrone

Current Employers

Employment History

• 01/2013 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2008 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2005-12-15 → 2007-07-13
  Mmc Securities Llc
  Sunrise, FL
  Sunrise, FL

Other Businesses

(1) EMPLOYED WITH OUTSIDE RIA - SAGEVIEW ADVISORY GROUP (2) SELLS LIFE INSURANCE (3) NAME OF OTHER BUSINESS: CENTER FOR CHILD COUNSELING INVESTMENT RELATED: NO ADDRESS: 7731 N. MILITARY TRAIL, SUITE 4. PALM BEACH GARDENS, FL NATURE OF BUSINESS: NONPROFIT ORGANIZATION START DATE: JANUARY 2016 POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: STRATEGIC ORGANIZATION FOR THE ORGANIZATION (4) NAME OF OTHER BUSINESS: RETIREMENT ADVISOR COUNCIL ; INVESTMENT RELATED: NO ; ADDRESS: 61 RAINBOW ROAD, EAST GRANBY, CT 06026 ; NATURE OF BUSINESS: COUNCIL START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: COUNCIL MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: COLLABORATING WITH OTHER MEMBER TO DISCUSS STRATEGIES AND BEST PRACTICES ; (5) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: 8038TH TERRACE, PALM BEACH GARDENS, FL 33418 ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 09/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: TOWNHOUSE RENTAL PROPERTY ; (6) NAME OF OTHER BUSINESS: SAGE IRA ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: PRIVATE LABEL IRA OFFERING ; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: PLATFORM FOR SELF-DIRECTED IRA ; (7) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: 1300 ROBINSON SPRINGS RD. STOWE, VT, 05672 ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 01/28/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY ; (8) NAME OF OTHER BUSINESS: FIRST UNITED METHODIST CHURCH OF JUPITER; INVESTMENT RELATED: NO ; ADDRESS: 815 E. INDIANTOWN RD JUPITER, FL 33477; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: ENDOWMENT COMMITTEE CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: WORKING WITH CHURCH LEADERSHIP TO ASSIST IN THE MANAGEMENT OF THE ENDOWMENT FUND, LEADERSHIP COMMITTEE MEMBER; (9) NAME OF OTHER BUSINESS: CENTER FOR CHILD COUNSELING; INVESTMENT RELATED: NO; ADDRESS: 8895 N. MILITARY TRAIL, SUITE 300C PALM BEACH GARDENS, FL 33410; NATURE OF BUSINESS: NON PROFIT; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: BOARD TREASUERE/SECRETARY; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW AND APPROVE COMMITTEE MEETING MINUTES, FINANCIAL FILINGS AND OTHER DOCUMENTS AS NEEDED;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-13
• S63 Uniform Securities Agent State Law Examination
  2004-06-08