Mark Howard Jubas

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

• 01/1996 → Present
  Mark H. Jubas, Cpa
  Southfield, MI
• 10/1997 → Present
  Dte Energy
  Detriot, MI
• 07/2007 → 12/2020
  Avantax Investment Sevices, Inc.
  Southfield, MI
• 02/2017 → 12/2020
  Avantax Advisory Services
  Southfield, MI
• 12/2020 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-02-22 → 2020-12-17
  Avantax Advisory Services
  Southfield, MI

Other Businesses

1)MARK H. JUBAS, CPA, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, CPA, PREPARATION OF CORPORATE, PARTNERSHIP AND PERSONAL INCOME TAX RETURNS, 20H/WEEK, SINCE 01/1996 2)DTE ENERGY, NOT INVESTMENT RELATED, 1 ENERGY PLAZA, DETROIT, MI, PRINCIPAL FINANCIAL ANALYST, ACCOUNTING POSITION, RECORD JOURNAL ENTRIES RELATED TO ASSET RETIREMENT OBLIGATIONS, PREPARE CAPITAL EXPENDITURES, MONTHLY CASH FLOW, PREPARE FINANCIAL REPORTS, 40H/WEEK, 35H/WEEK DURING TRADING HOURS, SINCE 10/1997

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-02
• S63 Uniform Securities Agent State Law Examination
  2007-11-02

Other Names

• Mark Jubas