Jeffery Alan Rozovics

Current Employers

Employment History

• 06/2002 → 02/2020
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2004 → 02/2020
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2013 → Present
  Jeffery Rozovics & Associates Pc
  Park Ridge, IL
• 01/2014 → Present
  Rozovics Group, Llp
  Park Ridge, IL
• 09/2014 → Present
  R2 Fiscal Solutions Llc
  Park Ridge, IL
• 01/2006 → Present
  Paquette Financial Services
  Bolingbrook, IL
• 02/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Park Ridge, IL
• 02/2020 → 09/2025
  Avantax Investment Services, Inc
  Park Ridge, IL
• 02/2020 → 09/2025
  Avantax Advisory Services
  Park Ridge, IL
• 08/2016 → Present
  Capital Forensics, Inc.
  Palatine, IL
• 02/2008 → Present
  Prairie Corners Townhome Association
  Des Plaines, IL
• 05/2015 → Present
  Carlson Gracie Jr. Jiu Jitsu
  Chicago, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-02-18 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Park Ridge, IL
  Park Ridge, IL
• 2004-01-30 → 2020-02-21
  Cetera Investment Advisers Llc
  Park Ridge, IL

Other Businesses

1) Paquette Financial Services~'NIR'~852 Tam O'Shanter Circle~Bolingbrook~IL~60440~Insurance Agent~Independent Contractor~1/1/2006~1hrs~0hrs~This is a referral arrangement. I do not have any other duties. He handles each case from start to finish while I simply refer the client to him. 2) Rozovics Group LLP~'NIR'~1580 N. Northwest Hwy, Suite 120~Park Ridge~IL~60068~Accounting Services/Tax Preparation~Other~1/1/2014~160hrs~130hrs~Manage the accounting and tax firm. It has over 15 employees, so I spend a lot of time with managing employees as well as making strategic decisions for the firm. 3) R2 Fiscal Solutions LLC~'NIR'~1580 N. Northwest Hwy, Suite 120~Park Ridge~IL~60068~Other~Other~9/5/2014~20hrs~20hrs~In charge of operations of this company. These duties include hiring, reviewing employees, making strategic decisions, budgeting and cash flow management. 4) Carlson Gracie Jr. Jiu Jitsu~'NIR'~2778 N. Milwaukee Ave~Chicago~IL~60647~Other~Other~5/1/2015~30hrs~30hrs~Train students in the martial art of Brazilian Jiu Jitsu. 5) Jeffery Rozovics & Associates PC~'NIR'~1580 N. Northwest Hwy, Suite 120~Park Ridge~IL~60068~Accounting Services/Tax Preparation~Other~10/3/2013~1hrs~1hrs~President of the corporation. My time is spent on the administration of the corporation including filing its corporate tax return, processing payroll and monitoring the checkbook. 6) Des Plaines Fire Pension Board~'NIR'~1124 E. Prairie Ave~Des Plaines~IL~60016~Board Position/Officer~Other~5/1/2016~4hrs~4hrs~Attend quarterly board meetings. Approve minutes, make decisions as it relates to board matters. Attend disability hearings on an as needed basis when they happen.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-11
• S63 Uniform Securities Agent State Law Examination
  2002-10-11

Designations

Other Names

• Jeffrey Alan Rozovics
• Jeff Rozovics