Jeffrey Cattanach

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

• 03/2011 → 03/2020
  Twin Brook At Tinton Falls
  Tinton Falls, NJ
• 03/2015 → 11/2022
  Octave Financial Llc
  Neptune, NJ
• 06/2020 → 09/2025
  Avantax Advisory Services
  Belmar, NJ
• 06/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Belmar, NJ
• 04/2015 → Present
  The Standard Insurance Company
  Portland, OR
• 06/2020 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Belmar, NJ
• 01/2017 → 04/2021
  Ifsmoney
  Tinton Falls, NJ
• 01/2017 → Present
  Fides Financial, Llc.
  Belmar, NJ
• 09/2022 → Present
  Fides Tax & Enterprise
  Tinton Falls, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-07-09 → 2025-09-05
  Avantax Advisory Services
  Tinton Falls, NJ
  Belmar, NJ
  Dallas, TX

Other Businesses

1) THE STANDARD INSURANCE COMPANY POSITION: Independent producer NATURE: Administer and manage client STD policies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2015 ADDRESS: 18 Country Club Drive, Neptune NJ 07753, DESCRIPTION: Sell and be client contact point for STD policies. 2) FIDES FINANCIAL LLC; POSITION: Member NATURE: Firm through which we will conduct Avantax-related business (financial and insurance services) INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/27/2017 ADDRESS: 1 Brown Drive, Tinton Falls NJ 07724, United States DESCRIPTION: Owner. Administration of the business and client facing services. 3) DOMINICK ZACCOLI'S WILL POSITION: Executor NATURE: I am the named Executor of the will INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 606 12th Ave, Apt 1E, Belmar NJ 07719, United States DESCRIPTION: -identification and collection of the assets of the estate;-safeguarding of those assets pending distribution to beneficiaries;-the payment of debts and liabilities owed by the estate;-the filing of appropriate tax returns for the deceased and the estate; and -ultimately the distribution of assets to beneficiaries in accordance with the provisions of the Will. 4) SINDY ZACCOLI'S WILL POSITION: Executor NATURE: I am the named Executor of the Will INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 606 12th Ave, Apt 1E, Belmar NJ 07719, United States DESCRIPTION: -identification and collection of the assets of the estate;-safeguarding of those assets pending distribution to beneficiaries;-the payment of debts and liabilities owed by the estate;-the filing of appropriate tax returns for the deceased and the estate; and -ultimately the distribution of assets to beneficiaries in accordance with the provisions of the Will. 5) FIDES TAX & ENTERPRISE POSITION: Owner NATURE: Separate entity for tax-related and enterprise services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/02/2022 ADDRESS: 1 Brown Drive, Tinton Falls NJ 07724, United States DESCRIPTION: I primarily run the entity to serve clients for their tax and enterprise needs. On the tax side, we prepare taxes, provide tax consulting, tax planning, and tax authority issue management. On the enterprise side, I provide corporate tax planning, bookkeeping and record keeping services, and corporate tax preparation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-04