Jeffrey Blaise Vert

Current Employers

Employment History

• 12/2003 → 09/2025
  Avantax Investment Services, Inc.
  Seattle, WA
• 08/1982 → Present
  Accounting & Tax Svc
  Seattle, WA
• 01/2010 → 09/2025
  Avantax Advisory Services
  Seattle, WA
• 01/2021 → Present
  Vert & Associates Llc
  Burien, WA
• 01/2024 → Present
  Arch Cpa Accounting & Tax Services
  Burien, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Burien, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-01-25 → 2025-09-05
  Avantax Advisory Services
  Tukwila, WA
  Burien, WA
  Dallas, TX

Other Businesses

1) MVM Partners LLC 14973 Interurban Ave S, Suite 101 Tukwila WA 98168 Rental Property Owner/Management Owner/Sole Proprietor 1/27/1986~1hrs~1hrs Member / Manager 2) Accounting and Management Services 33305 1st Way South, Suite B 101 Federal Way WA 98003 Tax Preparation/Accounting Treasurer/Comptroller 8/1/1982~2hrs~2hrs~Manager 3) ATS Maple Valley Inc 23745 225th Way SE, Suite 207 Maple Valley WA 98038 Tax Preparation/Accounting Owner/Sole Proprietor 6/16/2005 2hrs~2hrs~Partial Non-Operating Owner 4) VERT & ASSOCIATES LLC POSITION: Managing Member NATURE: This is a tax preparation service INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 12121 Marine View Drive SW, Burien WA 98146, United States; DESCRIPTION: prepare income tax returns for individuals, partnerships, corporations, fiduciaries and non-profits; as the managing member I will also be responsible for paying the bills, making bank deposits, hiring, and making all management decisions 5) ARCH CPA ACCOUNTING & TAX SERVICES POSITION: accountant NATURE: Arch CPA is an accounting firm that provides bookkeeping and tax services to businesses and individuals INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 82 START DATE: 01/15/2024 ADDRESS: 920 SW 152nd Street, Suite # 101, Burien WA 98166, United States DESCRIPTION: 1. Meet with tax clients to go over their tax information2. prepare tax returns from information provided by clients3. provide tax clients with advice regarding tax planning4. meet with prospective clients to explain our services and sign them up as a new client5. Answer questions from clients as they call in5. 6) NAME OF OTHER BUSINESS: ST FRANCIS OF ASSISI PARISH INVESTMENT RELATED: NO ADDRESS: 15236 21ST AVE SW, BURIEN WA 98166 NATURE OF BUSINESS: PARISH FINANCE COMMITTEE START DATE: 5/1/2026 POSITION/TITLE/RELATIONSHIP: PARISH FINANCE COMMITTEE MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BUDGET AND FINANCIAL ADVICE

Exams

• S66 Uniform Combined State Law Examination
  2009-11-10
• S63 Uniform Securities Agent State Law Examination
  2004-01-15