Best Investors Account Sign in
Inactive

Jared Michael Trexler

Trexler Financial Advisors LLC

Pana, IL

Claim This Profile
Current Employers
Trexler Financial Advisors Llc

3 East 3Rd Street, Pana, IL 62557 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-08-08
  • IL RA
    APPROVED
    Since 2018-08-08

Branch Locations

3 East 3Rd Street, Pana, IL 62557 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Financial Specialists Llc Schaumburg IL 10/2009 08/2018
Trexler & Company, P.C. Pana IL 08/2009 Present
Cetera Investment Advisers Llc Schaumburg IL 05/2010 08/2018
Trexler Financial Advisors Llc Pana IL 07/2018 Present
Previous Registrations
Other Businesses

1)CPA with TREXLER & COMPANY, P.C.; NOT INV REL; 3 E THIRD ST. PANA, IL 62557; ACCOUNTING PRACTICE; VICE PRESIDENT SINCE 1/1/10;shareholder; 40 HRS/WK; DUTIES: GENERAL ACCOUNTING DUTIES, TAX RETURNS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-06
S63 Uniform Securities Agent State Law Examination 2010-01-07
  • S65 Uniform Investment Adviser Law Examination
    2010-05-06
  • S63 Uniform Securities Agent State Law Examination
    2010-01-07
Other Names
  • Jared Trexler

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pana, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor