Jeffrey Lynn Dodson

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Apex Wealth Management
  Warr Acres, OK

Other Businesses

1.) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2.) OWNER - 1 RESIDENTIAL RENTAL PROPERTY - 1 SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 1/2008 3.) NAME OF OTHER BUSINESS: APEX FINANCIAL SOLUTIONS, LLC DBA APEX WEALTH MANAGEMENT; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 4.) NAME OF OTHER BUSINESS: 72ND STREET PROPERTY GROUP, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: REAL ESTATE START DATE: 09/2018 POSITION/TITLE/RELATIONSHIP: PARTNER LESS THAN ONE HOUR PER WEEK MAY BE DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: OWNS OFFICE BUILDING

Exams

• S66 Uniform Combined State Law Examination
  2021-09-22
• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1997-11-26