Jay Joel Gelbein

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

• 01/1979 → Present
  Jay Gelbein Cpa
  Staten Island, NY
• 04/1999 → 09/2025
  Avantax Investment Services, Inc.
  Staten Island, NY
• 12/1999 → 09/2025
  Avantax Advisory Services
  Staten Island, NY
• 10/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Staten Island, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Staten Island, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-07-27 → 2025-09-05
  Avantax Advisory Services
  Staten Island, NY
• 2010-02-03 → 2012-10-30
  Avantax Advisory Services
  Staten Island, NY
• 2009-10-13 → 2009-12-31
  Avantax Advisory Services
  Staten Island, NY
• 2007-08-14 → 2009-09-14
  Avantax Advisory Services
  Staten Island, NY

Other Businesses

Jay Gelbein and Company CPAs LLP~'NIR'~1212 Willowbrook Road~Staten Island~NY~10314~Accounting Services/Tax Preparation~Owner~1/1/1980~130hrs~30hrs~CPA Financial statement preparation tax planning Tax retrun preparation|

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-07

Designations

• Certified Financial Planner

Other Names

• Jay Gelbein