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Laura Jennifer Reeves

Cetera Investment Advisers LLC

Jackson, NJ

Jackson, NJ

CRD 2797131

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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:

Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-05
  • NJ RA
    APPROVED
    Since 2025-09-05

Branch Locations

Jackson, NJ • United States

1021 W Commodore Blvd. Suite 2, Jackson, NJ 08527 • 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
Benefit Bookkeeping Jackson NJ 09/2001 Present
Avantax Insurance Services, Inc. Jackson NJ 10/2014 09/2025
Avantax Insurance Agency, Llc Jackson NJ 10/2014 09/2025
Avantax Advisory Services Jackson NJ 10/2014 09/2025
Kami Zonin Freehold NJ 11/2015 01/2019
Cetera Wealth Services, Llc Jackson NJ 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Ljr Financial Llc Jackson NJ 07/2020 Present
  • 09/2001 → Present
    Benefit Bookkeeping
    Jackson, NJ
  • 10/2014 → 09/2025
    Avantax Insurance Services, Inc.
    Jackson, NJ
  • 10/2014 → 09/2025
    Avantax Insurance Agency, Llc
    Jackson, NJ
  • 10/2014 → 09/2025
    Avantax Advisory Services
    Jackson, NJ
  • 11/2015 → 01/2019
    Kami Zonin
    Freehold, NJ
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Jackson, NJ
  • 09/2025 → Present
    Schaumburg, IL
  • 07/2020 → Present
    Ljr Financial Llc
    Jackson, NJ
Previous Registrations
  • 2014-10-15 → 2025-09-05
    Avantax Advisory Services
    Jackson, NJ
    Freehold, NJ
    Jackson, NJ
    Jackson, NJ
  • 2006-06-28 → 2014-02-28
    Ocean, NJ
    Monroe Township, NJ
    Monroe Township, NJ
    Monroe Township, NJ
    Oakhurst, NJ
Other Businesses

1) Benefit Bookkeeping~21 Twin Oaks Ct~Jckson~NJ~08527~Other~Owner/Sole Proprietor~10/1/2014~60hrs~30hrs~Oversee daily operations. 2) EQUITY INDEX ANNUITYS POSITION: Financial Advisor NATURE: I offer equity index annuities and was told that I need to disclose this within my outside business activities. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 4 START DATE: 11/28/2022 ADDRESS: 21 Twin Oaks Court, Jackson NJ 08527, United States DESCRIPTION: I offer equity index annuities and was told that I need to disclose this within my outside business activities. 3) FINANCIAL PLANNING ASSOCIATION POSITION: Member on Board of Directors NATURE: I recently joined the Board of the Financial Planning Association which is a group of financial planners who help support one another by elevating our businesses and offering education on various best practices, wealth management knowledge and ways we can bolster one another's success. My role as a board member is specific to heading the annual conference and coordinating the event along with a committee. I do not handle any of the money aspects as we have an event coordinator who takes care of the budget and payment distribution accordingly. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023 ADDRESS: 551 Valley Rd Suite 365, Montclair NJ 07043, United States DESCRIPTION: I will serve on the board of directors and help coordinate facilitate the Annual Conference. 4) NAME OF OTHER BUSINESS: LJR FINANCIAL LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2020, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-09
S63 Uniform Securities Agent State Law Examination 1996-10-03
  • S65 Uniform Investment Adviser Law Examination
    2006-06-09
  • S63 Uniform Securities Agent State Law Examination
    1996-10-03
Designations
  • Certified Financial Planner
Other Names
  • Laura J Peck
  • Laura J Reeves

View on SEC IAPD

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