Joseph Gerard Matthews

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

• 07/2015 → 05/2018
  Signator Investors, Inc
  Marshfield, MA
• 05/2018 → 10/2020
  First American Insurance Underwriters
  Needham, MA
• 05/2020 → 07/2021
  The Leaders Group, Inc.
  Littleton, CO
• 04/2015 → 05/2018
  Centinel Financial Group
  Marshfield, MA
• 10/2020 → 11/2022
  Self
  Marshfield, MA
• 01/2023 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 08/1984, APX NUMBER OF HOURS PER WEEK: 4, APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES, LONG-TERM CARE, PROPERTY AND CASUALTY.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-01-08

Designations

• Chartered Financial Consultant

Other Names

• Jeff Matthews