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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joeambrosia/Self Employed | Elizabeth | IL | 06/1982 | Present |
| Avantax Investment Services, Inc. | Elizabeth | IL | 07/1995 | 09/2025 |
| Galena School District | Galena | IL | 01/2014 | 02/2018 |
| Regional Office Of Education 08 | Freeport | IL | 02/2014 | 12/2018 |
| Elizabeth Nursing Home | Elizabeth | IL | 06/2015 | Present |
| Avantax Advisory Services | Elizabeth | IL | 01/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Elizabeth | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Jnm Financial Services | Elizabeth | IL | 08/1994 | Present |
1) St Mary Catholic Church; 112 E Washington St, Elizabeth, IL 61028; Other; 7/1/2019; 1hrs; 0hrs; Attend 1/4ly meetings to monitor budget. Establish annual budget. Approve major expenses of church w/ other committee members. 2) ELIZABETH AREA CHAMBER OF COMMERCE; POSITION: Member NATURE: Member of Elizabeth Area Chamber of Commerce, a 501c3 organization. Attend monthly meetings when I am available. Assist with events when I can. INVESTMENT RELATED: No; 1; 0; 01/01/2022; P.O. Box 371, Elizabeth IL 61028, Assist with events when I can. Normal role is as a contact for the Village of Elizabeth Economic Development Committee to provide updates/progress as they develop. 3) ELIZABETH COMMUNITY FAIR; POSITION: Board Member NATURE: Assist in helping set up and promote annual community fair event. INVESTMENT RELATED: No; 1; 0; 01/01/2022; 111 East Myrtle ST, Elizabeth IL 61028, Erect/take down tents, clean grounds, etc. Attend monthly meetings to determine types of entertainment to sponsor at annual fair. 4) RENTAL HOUSE; POSITION: Owner/landlord NATURE: Personal residence that I rent to individuals. Single family home on a month-to-month rental. Simple rental agreement w/ utilities paid by tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011; ADDRESS: 2633 S. Becker Rd, Elizabeth IL 61028: Owner/landlord. Responsible for major maintenance items as well as insurance/taxes/etc. Tenants pay all utilities and maintain yard/lawns. Month-to-month rental agreement, no lease 5) NAME OF OTHER BUSINESS: JNM FINANCIAL SERVICES INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/1/1994, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL , APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 15, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-13 |
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