Steven D Loney

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

• 05/2012 → 09/2025
  Avantax Investment Services, Inc.
  Tempe, AZ
• 05/1988 → Present
  Steven D. Loney, Cpa, P.C.
  Tempe, AZ
• 01/2006 → Present
  Jaamjo Llc
  Tempe, AZ
• 01/2014 → 09/2025
  Avantax Advisory Services
  Tempe, AZ
• 05/1988 → Present
  Steven D. Loney, Cpa, P.C.
  Tempe, AZ
• 05/1988 → Present
  Loney Financial, P.C.
  Tempe, AZ
• 12/2012 → 09/2025
  Avantax Insurance Services
  Tempe, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Tempe, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-28 → 2025-09-05
  Avantax Advisory Services
  Tempe, AZ

Other Businesses

1) Jaamjomex, LLC 8747 S Priest Dr, Unit 104~Tempe~AZ~85284~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~11/8/2007~0hrs~0hrs~LLC set up to hold vacation property owned in Mexico, currently not in use. 2) Jaamjo LLC 1978 E Morgan Dr~Tempe~AZ~85284~Real Estate/Mortgage/Title Services/Appraisal~Other~1/1/2006~10hrs~10hrs~Manage and oversee the office building 3) Warner Village Office Condominiums Board of Direct 1414 W. Broadway Road, Ste 205~Tempe~AZ~85282~Other~Director/Officer~2/6/2017~2hrs~2hrs~Volunteer board member for office HOA 4) LONEY FINANCIAL, P.C. POSITION: Shareholder NATURE: Accounting Services/Tax Preparation/Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 110 START DATE: 05/01/1988 ADDRESS: 8747 S Priest Dr, Unit 104, Tempe AZ 85284, United States DESCRIPTION: CPA, owner, tax and business consultant

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-09
• S63 Uniform Securities Agent State Law Examination
  2012-08-08

Designations

• Personal Financial Specialist