Jeffrey Randle Harter Cantrell

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:

Current Employers

Cetera Investment Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2026-03-09
MD	RA	APPROVED	2023-10-30
TX	RA	APPROVED_RES	2023-06-29
VA	RA	APPROVED	2023-06-29

DE RA
APPROVED

Since 2026-03-09
MD RA
APPROVED

Since 2023-10-30
TX RA
APPROVED_RES

Since 2023-06-29
VA RA
APPROVED

Since 2023-06-29

Branch Locations

Millville, DE • United States

410 Pine St Se Ste 300, Vienna, VA 22180 • United States

Frederick, MD • 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

Organization	City	State	From	To
Cetera Wealth Services, Llc	El Segundo	CA	09/2013	Present
Cantrell Financial	Mineral	VA	09/2019	Present
Cetera Investment Advisers Llc	Schaumburg	IL	06/2023	Present
Bowman Gaskins Financial Group	Vienna	VA	01/2000	Present

09/2013 → Present

Cetera Wealth Services, Llc

El Segundo, CA
09/2019 → Present

Cantrell Financial

Mineral, VA
06/2023 → Present

Cetera Investment Advisers Llc

Schaumburg, IL
01/2000 → Present

Bowman Gaskins Financial Group

Vienna, VA

Previous Registrations

2003-08-01 → 2013-09-03

Walnut Street Securities, Inc.

Rockville, MD

Vienna, VA
2000-02-14 → 2003-08-01

Nathan & Lewis Securities, Inc.

Vienna, VA

Other Businesses

1) INDEPENDENT INSURANCE AGENT (DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE) - 5 SECURITIES TRADING HOURS WEEKLY, 2 NON SECURITIES TRADING HOURS WEEKLY, START DATE 12/1999. 2) OWNER - RESIDENTIAL REAL ESTATE GERMANTOWN MD - 1HR/WK, START DATE 1/2009. 3) NAME OF OTHER BUSINESS: CANTRELL FINANCIAL ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: RUN-THROUGH BUSINESS ; POSITION/TITLE/RELATIONSHIP: PRESIDENT / OWNER ; START DATE: 09/2019 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: S-CORP TO SEND BUSINESS THROUGH ; 4) NAME OF OTHER BUSINESS: BOWMAN GASKINS FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2000, POSITION/TITLE/RELATIONSHIP: PARTNER/FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-12-03

S66 Uniform Combined State Law Examination

1998-12-03

Designations

Chartered Financial Consultant

Other Names

Jeffrey R Cantrell

View on SEC IAPD