Jeffrey Earl Tromp

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

• 07/2007 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2007 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2008 → Present
  Bma Management, Ltd.
  Bradley, IL
• 08/2017 → Present
  Navistar Inc.
  Lisle, IL

Other Businesses

1) TROMP FINANCIAL CONSULTANTS, DBA NAME FOR INVESTMENT PRACTICE- INV RELATED: 2) BMA MANAGEMENT, LTD, NOT INV REL, ACCOUNTANT, SINCE 04/2008, 40H/WK 3) NAME OF OTHER BUSINESS: NAVISTAR INC. INVESTMENT RELATED: YES ADDRESS: 2701 NAVISTAR DR. LISLE, IL 60532 NATURE OF BUSINESS: FINANCE & ACCOUNTING START DATE: 8/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: SENIOR FINANCIAL ANALYST BRIEF DESCRIPTION OF DUTIES: ACCOUNTING

Exams

• S66 Uniform Combined State Law Examination
  2008-04-24

Other Names

• Jeffrey E. Tromp