Jeffrey W Beck

Current Employers

Employment History

• 01/2014 → 10/2022
  Money Concepts Capital Corp
  Libertyville, IL
• 10/2022 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2023 → 12/2024
  Bank Of America, N.A.
  Chicago, IL
• 12/2024 → 02/2025
  Unemployed
  Chicago, IL
• 02/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Jw Beck Financial Llc
  Libertyville, IL

Previous Registrations

• 2022-10-31 → 2024-12-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2014-11-28 → 2022-11-01
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  Wilmington, NC
  Palm Beach Gardens, FL
  Waukegan, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2012 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: JEFF BECK INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: PROPERTY OWNER START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES 3. NAME OF OTHER BUSINESS: COE FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: JW BECK FINANCIAL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LLC CREATED FOR EXPENSE MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-26
• S63 Uniform Securities Agent State Law Examination
  2014-11-18

Other Names

• Jeff W Beck