Jeffrey Wade Hastings

Current Employers

Employment History

• 09/2003 → 09/2025
  Avantax Investment Services, Inc.
  Walnut Creek, CA
• 05/2008 → 09/2025
  Avantax Advisory Services
  Walnut Creek, CA
• 10/2006 → 07/2026
  Hawkes And Hastings Accountancy Corp
  Walnut Creek, CA
• 10/2019 → Present
  Hawkes Hastings & Aaron Accountancy Corporation
  Walnut Creek, CA
• 10/2019 → Present
  Hawkes, Hastings & Aaron Financial Services
  Walnut Creek, CA
• 11/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Walnut Creek, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Walnut Creek, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-05-08 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Walnut Creek, CA
  Walnut Creek, CA

Other Businesses

1) Hawkes Hastings & Aaron Accountancy Corporation 2700 Ygnacio Valley Rd, Ste 140 Walnut Creek CA 94598 Accounting Services/Tax Preparation Owner~10/25/2019~160hrs~15hrs~The majority of time is spent with tax planning and compliance services. We assist individuals and business clients with their tax obligations. 2) R & D A INSURANCE TRUST POSITION: Trustee NATURE: Trustee for a client's life insurance trust. No business activity. Trust only holds life insurance policies for taxpayer and spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2020 ADDRESS: 2700 Ygnacio Valley Rd, Suite140, Walnut Creek CA 94598-3462, DESCRIPTION: Currently none. 3) WYMAC CAPITAL POSITION: Other NATURE: Real Estate/Mortgage/Title Services/Appraisal INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2005 ADDRESS: 2700 Ygnacio Valley Road, Suite 260, Walnut Creek CA 94598, United States DESCRIPTION: loan officer 4) HAWKES, HASTINGS & AARON FINANCIAL SERVICES POSITION: President NATURE: This is a DBA for Hawkes, Hastings & Aaron Accountancy Corp. We provide tax and accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2019 ADDRESS: 2700 Ygnacio Valley Rd, Ste 140, Walnut Creek CA 94598, United States DESCRIPTION: This is a DBA for Hawkes, Hastings & Aaron Accountancy Corp 5) ST TRUST POSITION: Trustee NATURE: Trustee services. I provide accounting services, bank reconciliation, and beneficiary distributions on a monthly basis. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 11/01/2024 ADDRESS: 2700 Ygnacio Valley Rd, Ste 140, Walnut Creek CA 94598, United States DESCRIPTION: Trustee services. I provide accounting services, bank reconciliation, and beneficiary distributions on a monthly basis. On an annual basis I prepare a trust accounting and a trust tax return and Schedule K-1 for the beneficiary.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-30