Jeffrey Murry

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

• 03/2010 → 10/2019
  1St Global Capital Corp.
  Dallas, TX
• 12/2017 → 09/2025
  Avantax Insurance Services, Inc.
  Dallas, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 03/2021 → Present
  Avantax Planning Partners
  Dallas, TX
• 01/2025 → Present
  Fixed Indexed Annuities
  Dallas, TX
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 04/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 04/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Gilmer, TX
  El Segundo, CA
• 2012-07-09 → 2019-10-25
  1St Global Advisors Inc
  Dallas, TX
  Dallas, TX
• 2009-05-28 → 2010-03-26
  Cetera Investment Services Llc
  Longview, TX

Other Businesses

1) MURRY INVESTMENTS LLC POSITION: 33.3% Owner NATURE: This LLC was created in order to use our existing lake house as a rental property and to purchase additional rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2017 ADDRESS: 1422 Cherokee Trace, Gilmer TX 75644, United States DESCRIPTION: Maintaining properties and collecting rent.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-22

Designations

• Certified Financial Planner

Other Names

• Jeffrey Philip Murry