Jeffrey Scott Powell

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

• 01/1999 → 10/2019
  1St Global Capital Corp.
  Mt. Pleasant, SC
• 07/2001 → 10/2019
  1St Global Advisors, Inc
  Mt. Pleasant, SC
• 01/2004 → 09/2025
  Avantax Insurance Services, Inc.
  Mount Pleasant, SC
• 12/2002 → Present
  Outsource Financial
  Mount Pleasant, SC
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Mount Pleasant, SC
• 10/2019 → 09/2025
  Avantax Advisory Services
  Mount Pleasant, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mount Pleasant, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Mount Pleasant, SC
  Mt. Pleasant, SC
• 2001-07-24 → 2019-10-25
  1St Global Advisors Inc
  Mount Pleasant, SC

Other Businesses

1) ARROW ADVISORY POSITION: CEO NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2011 ADDRESS: Mt Pleasant SC , United States DESCRIPTION: Provide financial services to clients. 2) GIR REAL ESTATE, LLC POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2002 ADDRESS: N Charleston SC United States DESCRIPTION: Rental real estate 3) CANOEING FOR KIDS POSITION: Volunteer NATURE: Volunteer for assistance with events and fundraising. Our firm (Arrow) prepares the 990. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1993 ADDRESS: 114 Riverchase Ct., Lexington SC 29072, United States DESCRIPTION: Assist executive directoras volunteer where needed, participate in fundraising events, participate in program events with the kids.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-25

Designations

• Personal Financial Specialist

Other Names

• J Scott Powell
• Scott Powell
• Jeffery Scott Powell