Jeffrey Allen Dannelly

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

• 08/2013 → 08/2022
  Hancock Investment Services, Inc.
  Santa Rosa Beach, FL
• 08/2013 → Present
  Hancock Bank
  Destin, FL
• 08/2022 → Present
  Cetera Investment Advisers Llc
  Destin, FL
• 08/2022 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2018-06-26 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Santa Rosa Beach, FL
  Crestview, FL
  Santa Rosa Beach, FL

Other Businesses

PRIVATE BANKER FOR HANCOCK WHITNEY

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-15
• S63 Uniform Securities Agent State Law Examination
  1998-08-06