Edward Jason Behar

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

• 04/2002 → Present
  Self Employed
  West Babylon, NY
• 07/2004 → 09/2025
  Avantax Investment Services, Inc.
  Dix Hills, NY
• 04/2008 → 09/2025
  Avantax Insurance Agency, Llc
  Dix Hills, NY
• 09/2004 → 09/2025
  Avantax Advisory Services
  Dix Hills, NY
• 11/2006 → Present
  Ej Behar, Inc Dba Behar & Company
  Huntington, NY
• 08/2007 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Dix Hills, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-13 → 2025-09-05
  Avantax Advisory Services
  Dix Hills, NY

Other Businesses

1) Self Employeed (Health Insurance Sa~'NIR'~7 hickory hill road~dix hills~NY~11746~Independent Insurance Agent~Owner/Sole Proprietor~9/1/2008~1hrs~1hrs~health insurance sales 2) Self Employeed (Life Insurance Sale~'NIR'~7 hickory hill road~dix hills~NY~11746~Independent Insurance Agent~Owner/Sole Proprietor~9/1/2008~1hrs~1hrs~Life Insurance Sales 3) EJ BEHAR, INC DBA BEHAR & COMPANY POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2006 ADDRESS: 755 Park Avenue, Suite 160, Huntington NY 11743, United States DESCRIPTION: accounting and income tax prep

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-11-08