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Jeffery Phillip Cossar

Cetera Investment Advisers LLC

Plymouth, NH

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-08-28
  • NH RA
    APPROVED
    Since 2025-08-28

Branch Locations

341 Highland Street, Plymouth, NH 03264 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Merrimack NH 07/2015 09/2024
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2024
Spark Amherst NH 09/2024 Present
Instacart Amherst NH 09/2024 02/2025
Fidelity Investments Merrimack NH 02/2025 04/2025
Cetera Investment Services Llc St Cloud MN 08/2025 Present
Cetera Investment Advisers Llc Plymouth MA 08/2025 Present
Lighthouse Federal Credit Union Plymouth NH 08/2025 Present
  • 07/2015 → 09/2024
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2018 → 09/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2024 → Present
    Spark
    Amherst, NH
  • 09/2024 → 02/2025
    Instacart
    Amherst, NH
  • 02/2025 → 04/2025
    Fidelity Investments
    Merrimack, NH
  • 08/2025 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 08/2025 → Present
    Cetera Investment Advisers Llc
    Plymouth, MA
  • 08/2025 → Present
    Lighthouse Federal Credit Union
    Plymouth, NH
Previous Registrations
  • 2018-07-13 → 2024-09-18
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Merrimack, NH
  • 2016-02-29 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
Other Businesses

SPARK DRIVER; SHOP AND DELIVER GROCERIES; 2-20 HRS/WK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-22
S63 Uniform Securities Agent State Law Examination 2015-09-14
  • S66 Uniform Combined State Law Examination
    2016-02-22
  • S63 Uniform Securities Agent State Law Examination
    2015-09-14
Other Names
  • Jeffrey Phillip Cossar
  • Jeffery Phillip Cossar
  • Jefery P Cossar

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
MYSTIC VALLEY INVESTMENTS, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
MONEY CONCEPTS CAPITAL CORP

Other Investors

CARL ANDRES RICHARD RING
DONALD EDWARD HANNIGAN
Genevieve Rowell
NARESH SHANTILAL PATEL
LEE ARTHUR PETERSEN
ROBERT JAMES KENNELLY
Jacqueline Page Taylor
Cari Lamontagne

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · PLYMOUTH, NH
OSAIC WEALTH, INC. · PLYMOUTH, NH
CITIZENS SECURITIES, INC. · PLYMOUTH, NH
CETERA INVESTMENT ADVISERS LLC · ASHLAND, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Meredith, NH
MYSTIC VALLEY INVESTMENTS, LLC · MEREDITH, NH
EDWARD JONES · MEREDITH, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Meredith, NH

More in Plymouth, NH

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