Jack Bruce Murad

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

• 12/1990 → Present
  Jack B. Murad, Cpa, Mbt
  Woodland Hills, CA
• 02/1999 → 09/2025
  Avantax Investment Services, Inc.
  Agoura Hills, CA
• 10/1999 → Present
  Jack B. Murad, Cpa, Mbt
  Woodland Hills, CA
• 01/2021 → Present
  Jack B. Murad, Cpa, Mbt
  Agoura Hills, CA
• 10/1999 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Agoura Hills, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Agoura Hills, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Jack B. Murad, Cpa, Mbt Wealth Management
  Agora Hills, CA

Previous Registrations

• 1999-06-25 → 2025-09-05
  Avantax Advisory Services
  Woodland Hills, CA
  Agoura Hills, CA

Other Businesses

1) Jack B. Murad, CPA, MBT~'NIR'~22141 Ventura Blvd., Suite 305~Woodland Hills~CA~91364~Accounting Services/Tax Preparation~Owner~10/19/1999~99hrs~80hrs~Run day to day operations of Income Tax Preparation & Tax Consulting Business 2) RESIDENTIAL RENTAL REAL ESTATE POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/18/1999 ADDRESS: 28632 Roadside Drive, Suite 267, Agoura Hills CA 91301, United States DESCRIPTION: Collect Rent, Pay Bills & Generate Financial Statements 3) JACK B. MURAD, CPA, MBT POSITION: Owner/Sole Proprietor NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 35 START DATE: 01/01/1990 ADDRESS: 28632 Roadside Drive, Suite 267, Agoura Hills CA 91301, United States DESCRIPTION: Run day to day operations of Income Tax Preparation & Tax Consulting Business. 4) NAME OF OTHER BUSINESS: TRUSTEE AND EXECUTOR FOR NON-FAMILY MEMBER, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: TRUSTEE AND EXECUTOR, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT DECISIONS AND ACTING TRUSTEE AND EXECUTOR; 5) NAME OF OTHER BUSINESS: JACK B. MURAD, CPA, MBT WEALTH MANAGEMENT , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, TAX AND ACCOUNTING, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND TAX FIRM;

Exams

• S66 Uniform Combined State Law Examination
  1999-01-27