Jeffrey Robert Mariea

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

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/1998 → Present
  Planvest Inc
  Bellevue, OH

Previous Registrations

• 2007-06-08 → 2013-09-03
  Walnut Street Securities, Inc.
  Bellevue, OH
  Norwalk, OH

Other Businesses

1) NAME OF OTHER BUSINESS: PLANVEST INC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESIONAL ; START DATE: 12/1998 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-06-07

Designations

• Certified Financial Planner

Other Names

• Jeff Mariea
• Jeffrey R Mariea