Jeffrey Dean Robertson

Current Employers

Employment History

• 02/2000 → 12/2020
  Raymond James Financial Services Inc.
  Chelialis, WA
• 01/1985 → Present
  Cascade Tax Service Company
  Chehalis, WA
• 01/1990 → 02/2018
  Dean Properties
  Federal Way, WA
• 01/2009 → 12/2020
  Raymond James Financial Services Advisors, Inc
  Federal Way, WA
• 06/2013 → Present
  Real Estate
  Chehalis, WA
• 01/2008 → 12/2020
  Chaffee & Associates Llc
  Federal Way, WA
• 02/2018 → Present
  Dean Properties Llc
  Chehails, WA
• 01/2021 → 06/2021
  Voya Financial Advisors, Inc.
  Chehalis, WA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-01-08 → 2021-06-09
  Voya Financial Advisors, Inc.
  Chehalis, WA
  Clackamas, OR
• 2009-01-02 → 2021-01-06
  Raymond James Financial Services Advisors, Inc
  Federal Way, WA
• 2000-04-18 → 2009-01-02
  Raymond James Financial Services, Inc.
  Federal Way, WA
  Federal Way, WA

Other Businesses

1. NAME OF ENTITY:CASCADE TAX COMPANY; No; 365 NW CHEHALIS AVE; CHEHALIS; WA; 98532; TAX PREP AND ACCOUNTING SERVICES; PRESIDENT; 1/1/1992; 160; 80; MANAGE EMPLOYEES AND ADVVISING CLIENTS WITH THEIR GOVERNMENT FORMS; 2. NAME OF ENTITY:DEAN PROPERTIES, LLC; No; 3626 HARRISON AVE; CENTRALIA; WA; 98531; COMMERCIAL REAL ESTATE; MEMBER; 2/1/2018; 3; 0; MAINTAIN BUILDING; 3. NAME OF ENTITY:ROBERTSON RENTALS; No; 365 NW CHEHALIS AVE; CHEHALIS; WA; 98532; COMMERCIAL & RESIDENTIAL PROPERTIES; OWNER; 2/1/2018; 15; 0; MAINTAIN AND COLLECT RENT; 4. NAME OF OTHER BUSINESS: TWIN CITIES ROTARY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: PO BOX CHEHALIS, WA 98532; NATURE OF BUSINESS: BOARD; START DATE: 07/2022; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: MAINTAIN FINANCIAL RECORDS OF LOCAL FOUNDATION. DEPOSIT FUNDS FROM CONTRIBUTORS & DISBURSE FUNDS TO BENEFICIARIES WITH DIRECT APPROVAL FROM BOARD;

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-09-06

Designations

Other Names

• Jeff Robertson