Jeff Tracy Guthrie

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 → 05/2022
  The Huntington Investment Company
  Columbus, OH
• 09/2014 → 05/2022
  Huntington Bank
  Monroe, MI
• 05/2022 → 07/2026
  The Huntington National Bank
  Monroe, MI
• 05/2022 → 07/2026
  The Huntington Investment Company
  Columbus, OH
• 07/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2026 → Present
  Cetera Investment Advisers Llc
  Dundee, MI
• 07/2026 → Present
  First Merchants Investment Services
  Dundee, MI

Previous Registrations

• 2022-06-23 → 2026-07-24
  The Huntington Investment Company
  Monroe, MI

Other Businesses

SUCCESSOR TRUSTEE/EXECUTOR OF WILL FOR GRANDMOTHERS TRUST

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-22
• S63 Uniform Securities Agent State Law Examination
  2015-09-16