Jeffrey Daniel Gunter

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

• 07/2008 → 01/2021
  Reo Partners, Llc
  Cumming, GA
• 10/2020 → 02/2025
  Concourse Financial Group Securities Inc
  Cumming, GA
• 01/2021 → 02/2025
  Concourse Financial Group Securities Inc
  Cumming, GA
• 01/2021 → Present
  Eleven Two Financial Advisors Llc
  Cumming, GA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Cumming, GA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-01-22 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Cumming, GA
  Cumming, GA
  Athens, GA
  Birmingham, AL

Other Businesses

1) ELEVEN TWO FINANCIAL ADVISORS, LLC; Investment Related; Cumming, GA; Financial Services; Investment Adviser; Start Date 01/2021; 160 hours more/less per month with most hours per month occurring during trading hours; Limited liability company created for tax and liability reasons and I provide financial planning and investment advice. >> 2) NORTH LANIER CHRISTIAN ACADEMY; Non-Investment Related; 829 Atlanta Hwy, Cumming, GA 30040; Pre-School; Board Member; Start Date 01/2013; 25 hours or less per month; I serve on the board of my church's pre-school advising on necessary policy, budget, and employment related issues. >> 3) NORTH LANIER BAPTIST CHURCH; Non-Investment Related; 829 Atlanta Hwy, Cumming, GA 30040; Church; Deacon; Start Date 01/2017; 2 hours per month; I serve on the Board of Deacons - duties are to help serve the needs of the congregation, visit the sick in the hospital, pray for the needs in our church and community, some minor maintenance related tasks around the church building. >> 4) CO-EXECUTOR; Non-Investment Related; Cumming, GA 30041; Estate Planner; Co-Executor; Start Date 06/2022; No hours per month; I am my mother's adviser and the co-executor of her estate. >> 5) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2024; APX NUMBER OF HOURS PER WEEK: .5; APX NUMBER OF HOURS DURING TRADING HOURS: .5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 6) NAME OF OTHER BUSINESS: JEFF & SALLY GUNTER; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: REAL ESTATE RENTAL ; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: .5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VACATION RENTAL OPERATION AND COMMUNICATION;

Exams

• S66 Uniform Combined State Law Examination
  2021-01-21