Jeffrey David Nagel

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

• 06/2015 → 04/2021
  Albrecht Viggiano Zureck & Co
  Hauppauge, NY
• 06/2015 → 10/2019
  1St Global Capital Corp
  Hauppauge, NY
• 06/2015 → 10/2019
  1St Global Advisors, Inc
  Hauppauge, NY
• 05/2017 → 09/2025
  Avantax Insurance Services, Inc.
  Hauppauge, NY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Hauppauge, NY
• 04/2021 → Present
  Jdn Wealth Management Llc
  East Patchogue, NY
• 10/2019 → 09/2025
  Avantax Advisory Services
  East Patchogue, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bellport, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-07-28 → 2025-09-05
  Avantax Advisory Services
  East Patchogue, NY
  Dallas, TX
  Bellport, NY
• 2014-11-13 → 2015-07-06
  Oppenheimer & Co. Inc.
  Melville, NY

Other Businesses

1) BELLPORT COUNTRY CLUB GOLF BOARD MEMBER POSITION: BOARD MEMBER NATURE: Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: Bellport NY 11713, DESCRIPTION: MY JOB IS GOING TO BE TO TRY AND BRING IN NEW MEMBERS TO THE CLUB 2) JDN WEALTH MANAGEMENT LLC; POSITION: Financial Advisor NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 04/26/2021 ADDRESS: 20 Abets Creek Path, East Patchogue NY 11772, DESCRIPTION: Financial planningCash flow planningLife Insurance 3) PATCHOGUE YMCA POSITION: Board member NATURE: I will be on the board making recommendations on the facility and things they can do to help improve growth. Also, I will be helping with there annual golf outing. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 255 West Main Street, Patchogue NY 11772, DESCRIPTION: - recommendation's on the facility and ideas to drive growth.- recommendations when it comes to customer experience in the facility- Annual golf outing

Exams

• S66 Uniform Combined State Law Examination
  2014-11-12
• S63 Uniform Securities Agent State Law Examination
  2011-10-24

Designations

• Certified Financial Planner

Other Names

• Jeff Nagel
• Jeffrey Nagel