Jeffrey William Stclair

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

• 01/1982 → Present
  St.CLair Capital Ventures, Ltd
  North Bend, OR
• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-01-23 → 2011-10-24
  Securities America Advisors, Inc.
  Lavista, NE
• 2007-10-01 → 2009-01-23
  Brecek & Young Advisors, Inc.
  North Bend, OR
  Folsom, CA
  North Bend, OR

Other Businesses

(1) INSURANCE, DBA, ST. CLAIR CAPITAL VENTURES, LTD, 1956 MEADE STREET, NORTH BEND, OREGON, 97459. (2) RENTAL PROPERTY,DBA, ST. CLAIR CAPITAL VENTURES, 1956 MEADE, NORTH BEND, OR 97459. NOT SECURITIES RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-25
• S63 Uniform Securities Agent State Law Examination
  1995-06-20