Jeffrey Bruce Fleischman

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

• 06/1982 → Present
  Peerless Distributing Company
  Southfield, MI
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2025 → Present
  Cousins Petroleum, Inc
  Taylor, MI

Other Businesses

1) OFFER LIFE AND LONG TERM CARE INSURANCE. 2) NAME OF OTHER BUSINESS: PEERLESS DIST CO; INVESTMENT RELATED: NO; ADDRESS: 21700 NORTHWESTERN HWY SOUTHFIELD, MI 48075; NATURE OF BUSINESS: WHOLESALE PETROLEUM DISTRIBUTION; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: SALES EXEC; APX NUMBER OF HOURS PER WEEK:35; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: ALL ROLES AND RESPONSIBILITIES INCLUDING FINANCIAL ACCOUNTS; 3) NAME OF OTHER BUSINESS: FINANCIAL NETWORK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: AFFILIATED PERSON START DATE: 01/02/2013 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: COUSINS PETROLEUM, INC ; INVESTMENT RELATED: NO ADDRESS: 7965 HOLLAND RD, TAYLOR MI 48180 ; NATURE OF BUSINESS: PETROLEUM PIPELINE TERMINAL AND STORAGE ; START DATE: 04/2025 ; POSITION/TITLE/RELATIONSHIP: 1/9 OWNER / SALES ; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: MAINTAIN EXISTING CUSTOMER AND SERVICE. LOOK FOR ADDITIONAL LEASEE'S OR OPPORTUNITIES FOR THE COMPANY; 5) NAME OF OTHER BUSINESS: JEWISH SENIOR LIFE OF METROPOLITAN DETROIT INC, JSL FOUNDATION, JEWISH APTS & SERVICES INC, JEWISH HOME & AGING SERVICES, JEWISH HOME SERVICES, JAS HOUSING CORPORATION, JAS HECHTMAN NONPROFIT CORPORATION, JFA NON-PROFIT HOUSING CORPORATION ; INVESTMENT RELATED: NO ; ADDRESS: 15000 W. TEN MILE RD, OAK PARK , MI 48237 ; NATURE OF BUSINESS: SENIOR HOUSING & AGING SERVICES ; START DATE: 09/2014 ; POSITION: SECRETARY ; APX # OF HOURS PER WEEK: 0-2 ; APX # OF HOURS DURING TRADING HOURS: 0-2 ; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS EVERY OTHER MONTH. HELP WITH EVENTS AND OVERSEE PLANNING FOR FUTURE OF ORGANIZATION ;

Exams

• S66 Uniform Combined State Law Examination
  2010-10-15
• S63 Uniform Securities Agent State Law Examination
  1995-08-18