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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
1021 W Commodore Blvd. Suite 2, Jackson, NJ 08527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-03 |
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