Jeffery John Schade

Current Employers

Employment History

• 08/2015 → 09/2019
  Summit Brokerage Services Inc
  Atlanta, GA
• 09/2019 → 01/2020
  Cetera Advisor Networks Llc
  Atlanta, GA
• 10/2015 → 01/2020
  Cetera Investment Advisers Llc
  Atlanta, GA
• 01/2020 → Present
  Madison Avenue Securities, Llc
  San Diego, CA

Previous Registrations

• 2015-10-27 → 2020-01-14
  Cetera Investment Advisers Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

1.) NAME: HEARTLAND INSTITUTE OF FINANCIAL EDUCATION; INV RELATED: NOT DIRECTLY; ADDRESS: 8301 EAST PRENTICE SUITE 312 GREENWOOD VILLAGE, CO 80111 ; NATURE: CFED TEACH FINANCIAL PLANNING CLASSES ; POSITION: CFED ; START DATE: 1/01/2010 ; HOURS/MONTH: 8; TRADING HOURS/MONTH: 0 ; DUTIES: NONE OTHER THAN ANNUAL CONTINUING ED. 2.) NAME: NOTARY ; INV RELATED: NO ; ADDRESS: 6540 VICKERY CREEK ROAD, CUMMING, GA 30040 ; NATURE: NOTARY ; POSITION: NOTARY ; START DATE: 8/17/2015 ; HOURS/MONTH: 8 ; TRADING HOURS/MONTH: 0 ; DUTIES: NOTARY 3.) NAME: INTEGROUS INVESTMENT SOLUTIONS LLC ; INV RELATED: SET UP FOR BILLS AND LEASES ; ADDRESS: 1455 LINCOLN PKWY STE 325 ; NATURE: SET UP FOR BILLS AND LEASES ; POSITION: PARTNER ; START DATE: 9/1/2016 ; HOURS/MONTH: 8 ; TRADING HOURS/MONTH: 0 ; DUTIES: PARTNER PAY THE BILLS 4.) NAME: OXFORD RETIREMENT ADVISORS; INV RELATED: DBA TO OPERATE OUR PRACTICE IN NAME ONLY ALONG WITH INSURANCE BUSINESS ; ADDRESS: 1455 LINCOLN PARKWAY STE 325, ATLANTA, GA 30346 ; NATURE: DBA TO OPERATE OUR PRACTICE IN NAME ONLY ; POSITION: PARTNER ; START DATE: 2/26/2020 ; HOURS/MONTH: 0 ; TRADING HOURS/MONTH: 0 ; DUTIES: INCLUDE FIXED INDEXED ANNUITIES, LIFE, LONG TERM CARE, INSURANCE. 5.) NAME: THE RETIREMENT PLAYBOOK SERIES; INV RELATED: DBA TO MARKET CLASSES ; ADDRESS: 1455 LINCOLN PARKWAY STE 325, ATLANTA, GA 30346 ; NATURE: DBA TO MARKET CLASSES WITH THE NEW DOMAIN NAME ; POSITION: INSTRUCTOR/MARKETER; START DATE: 10/2020 ; HOURS/MONTH: 5 HOURS A WEEK; TRADING HOURS/MONTH: 2-3; DUTIES: DBA TO MARKET CLASSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-12
• S63 Uniform Securities Agent State Law Examination
  1992-08-27

Other Names

• Jeffrey John Schade