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Jeffrey Alan Labri

Cetera Investment Advisers LLC

Brookfield, WI

CRD 2581719

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-12
WI RA APPROVED 2020-11-12
  • TX RA
    APPROVED_RES
    Since 2020-11-12
  • WI RA
    APPROVED
    Since 2020-11-12

Branch Locations

675 N Barker Rd Suite 310, Brookfield, WI 53045 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Allied Securities, Inc. San Diego CA 01/2007 09/2022
First Allied Advisory Services, Inc. Chesterfield MO 07/2012 11/2020
First Allied Advisory Services Schaumburg IL 11/2020 11/2020
Cetera Advisors Llc Brookfield WI 09/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 11/2020 Present
  • 01/2007 → 09/2022
    First Allied Securities, Inc.
    San Diego, CA
  • 07/2012 → 11/2020
    First Allied Advisory Services, Inc.
    Chesterfield, MO
  • 11/2020 → 11/2020
    First Allied Advisory Services
    Schaumburg, IL
  • 09/2022 → Present
    Cetera Advisors Llc
    Brookfield, WI
  • 11/2020 → Present
    Schaumburg, IL
Previous Registrations
  • 2012-07-02 → 2020-11-12
    First Allied Advisory Services, Inc.
    Brookfield, WI
  • 2007-01-23 → 2012-07-02
    First Allied Securities, Inc.
    Brookfield, WI
    Brookfield, WI
    Brookfield, WI
    Hubertus, WI
  • 2003-07-01 → 2007-01-16
    Waukesha, WI
    Waukesha, WI
  • 1997-07-22 → 2003-07-01
    Prudential Equity Group, Llc
    Milwaukee, WI
Other Businesses

1.) JEFF LA BRI; AGENT; INSURANCE; START: 11/1/2009 2.) WATERTOWN OFFICE PLEX CONDO ASSN; PRESIDENT; START: 11/1/2009 3.) LA BRI GROUP LLC; "DOING BUSINESS AS" (DBA) 4.) BLACK SWAN MANAGEMENT, LLC; MANAGER; REAL ESTATE (RENT/INVEST/DEVELOP); START DATE: 8/31/2010 5.) JDH LLC; OWNER; FIDUCIARY POSITION; START DATE 01/01/2002; 4 HOURS PER MONTH. 6.) 675 BARKER LLC; MANAGER; HOLDING COMPANY; START DATE 01/01/2007; 4 HOURS PER MONTH. 7.) JESA LLC; MANAGER; HOLDING COMPANY; START DATE 07/05/2017; ZERO HOURS PER WEEK. 8.) LA BRI GROUP, LLC; OWNER/PRESIDENT/FINANCIAL ADVISOR; START DATE 01/01/2007; 160 HOURS A MONTH. 9.) PREMIER MARINETTE LLC; MANAGING MEMBER; REAL ESTATE; START DATE: 03/31/2019; 4 HOURS PER MONTH. 10.) CS WASECA, LLC; MANAGER; REAL ESTATE; START DATE: 11/13/2019; 4 HOURS PER MONTH. 11.) PREMIER QUINCY IL, LLC; MANAGER; REAL ESTATE (RENTAL PROPERTY/PASSIVE INVESTMENT) START DATE 06/18/2020; 4 HOURS PER MONTH. 12.) PREMIER NAPOLEON OH, LLC; MANAGER; REAL ESTATE; START DATE: 05/10/2022; 8 HOURS PER MONTH. 13.) PREMIER SUPERIOR, LLC; MANAGER; REAL ESTATE (AGENT/BROKER/DEVELOPER); START DATE 05/10/2022; 8 HOURS PER MONTH. 14) NAME OF OTHER BUSINESS: PREMIER NEWTON IA, LLC, PREMIER GOSPORT IN, LLC, PREMIER PARK CITY, TN, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: REAL ESTATE, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OWNER OF MULTI FAMILY APARTMENT COMPLEXES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-15
S63 Uniform Securities Agent State Law Examination 1995-03-10
  • S65 Uniform Investment Adviser Law Examination
    1995-03-15
  • S63 Uniform Securities Agent State Law Examination
    1995-03-10
Other Names
  • Jeff La Bri

View on SEC IAPD

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