Jeffrey Lauren Ryan

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

• 05/2014 → Present
  Cetera Advisors Llc
  Chesterton, IN
• 01/2018 → Present
  Ergawealth Advisors, Inc.
  Oak Brook, IL
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-02-18 → 2014-06-06
  Fifth Third Securities, Inc.
  Valparaiso, IN
  Dayton, OH
  Valparaiso, IN
  Michigan City, IN
  Michigan City, IN
  Chesterton, IN
  Chesterton, IN
  Laporte, IN
  Elkhart, IN
  Valparaiso, IN
  Hobart, IN

Other Businesses

1.DBA: ERGAWEALTH ADVISORS, INVESTMENT RELATED, SAME AS OFFICE ADDRESS, FINANCIAL PLANNING & INVESTMENTS SERVICES, START MAY 2014, 40 PLUS HOURS PER WEEK - DURING TRADING HOURS, WEALTH ADVISOR. 2. RYAN INVESTMENT MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, S CORP, STARTED 6/2014, OWNER, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CORPORATION FOR BUSINESS ACTIVITY DBA ERGA WEALTH MANAGEMENT 3. NAME OF OTHER BUSINESS: ERGAWEALTH ADVISORS, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2007-09-27
• S65 Uniform Investment Adviser Law Examination
  1997-09-02
• S63 Uniform Securities Agent State Law Examination
  1997-04-28

Other Names

• Jeffrey L Ryan