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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-29
  • FL RA
    APPROVED
    Since 2024-02-29

Branch Locations

601 N. Congress Ave Suite 440, Delray Beach, FL 33445 • United States

601 N Congress Ave Ste 413, Delray Beach, FL 33445 • 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
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Delray Beach FL 07/2016 01/2019
Acro Insurance, Inc. Delray Beach FL 11/2011 Present
Chelsea Financial Services Staten Island NY 06/2020 09/2020
Elevated Capital Advisors, Llc Sandy UT 09/2020 03/2021
Newbridge Securities Corporation Delray Beach FL 09/2021 10/2022
Newbridge Financial Services Group, Inc. Delray Beach FL 09/2021 10/2022
Cetera Advisors Llc St Cloud MN 01/2023 Present
Acro Realty, Llc Delray Beach FL 01/2019 Present
Jmt 601, Llc Delray Beach FL 07/2015 Present
1771 Nw 2Nd Ter, Llc Delray Beach FL 02/2019 Present
Cetera Investment Advisers Llc Schaumburg IL 01/2024 Present
Dba / Acro Wealth Management, Llc Delray Beach FL 07/2026 Present
  • 07/2016 → 01/2019
    Lincoln Financial Advisors Corporation
    Delray Beach, FL
  • 11/2011 → Present
    Acro Insurance, Inc.
    Delray Beach, FL
  • 06/2020 → 09/2020
    Chelsea Financial Services
    Staten Island, NY
  • 09/2020 → 03/2021
    Sandy, UT
  • 09/2021 → 10/2022
    Newbridge Securities Corporation
    Delray Beach, FL
  • 09/2021 → 10/2022
    Newbridge Financial Services Group, Inc.
    Delray Beach, FL
  • 01/2023 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 01/2019 → Present
    Acro Realty, Llc
    Delray Beach, FL
  • 07/2015 → Present
    Jmt 601, Llc
    Delray Beach, FL
  • 02/2019 → Present
    1771 Nw 2Nd Ter, Llc
    Delray Beach, FL
  • 01/2024 → Present
    Schaumburg, IL
  • 07/2026 → Present
    Dba / Acro Wealth Management, Llc
    Delray Beach, FL
Previous Registrations
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: 11/2021, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 2 NAME OF OTHER BUSINESS: ZILLMER WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3 NAME OF OTHER BUSINESS: ACRO INSURANCE, INC., INVESTMENT RELATED: NO, ADDRESS: 601 N. CONGRESS AVE, STE 440, DELRAY BEACH, FL, 33445, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE:11/2011, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: PROVIDES TAX PREPARATION; 4 NAME OF OTHER BUSINESS: ACRO REALTY, LLC, INVESTMENT RELATED: NO, ADDRESS: 601 N. CONGRESS AVE, STE 440, DELRAY BEACH, FL, 33445, NATURE OF BUSINESS: REAL ESTATE, START DATE:01/2019, POSITION/TITLE/RELATIONSHIP: OWNER/BROKER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: BUY AND SELL REAL ESTATE FOR OTHERS; 5 NAME OF OTHER BUSINESS: JMT 601, LLC, INVESTMENT RELATED: NO, ADDRESS: 601 N. CONGRESS AVE, STE 440, DELRAY BEACH, FL, 33445, NATURE OF BUSINESS: RENTAL PROPERTY, START DATE: 07/2015, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY; 6 NAME OF OTHER BUSINESS: 1771 NW 2ND TER, LLC, INVESTMENT RELATED: NO, ADDRESS: 601 N. CONGRESS AVE, STE 440, DELRAY BEACH, FL, 33445, NATURE OF BUSINESS: RENTAL PROPERTY, START DATE: 02/2019, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY; 7 NAME OF OTHER BUSINESS: DBA / ACRO WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: 601 N. CONGRESS AVE STE 440 DELRAY BEACH, FL 33445; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 7/1/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 26; APX NUMBER OF HOURS DURING TRADING HOURS: 22; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-02
S63 Uniform Securities Agent State Law Examination 2005-12-20
  • S65 Uniform Investment Adviser Law Examination
    2009-01-02
  • S63 Uniform Securities Agent State Law Examination
    2005-12-20
Other Names
  • Jay Rondeau

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