Jay Lindsay Geaslen

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

• 04/2012 → 09/2022
  Ameriprise Financial Services, Inc.
  Alpharetta, GA
• 08/2022 → Present
  Gk Capital Advisors Llc
  Atlanta, GA
• 09/2022 → 09/2025
  Avantax Investment Services, Inc.
  Atlanta, GA
• 09/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Atlanta, GA
• 09/2022 → 09/2025
  Avantax Advisory Services
  Atlanta, GA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Safety Harbor, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Atlanta, GA

Previous Registrations

• 2022-09-20 → 2025-09-05
  Avantax Advisory Services
  Atlanta, GA
  Safety Harbor, FL
• 2013-04-08 → 2022-09-28
  Ameriprise Financial Services, Llc
  Alpharetta, GA
  Atlanta, GA
• 2004-04-07 → 2013-03-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA

Other Businesses

1) LEGACY CAPITAL ADVISORS LLC; POSITION: Financial Advisor NATURE: Business name to be used for Avantax business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/02/2022; 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, This is an affiliation with a pre-existing team at Avantax with Chris Kirkland and Kevin Kelly where our LLCs will share space, support staff, website and email address format, and potentially share clients relative to investment and wealth management advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-12
• S63 Uniform Securities Agent State Law Examination
  1991-03-12

Other Names

• Jay L Geaslen