James Edward Leger

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

• 09/1987 → Present
  Jem Consulting
  Huntington Station, NY
• 08/2015 → 09/2025
  Avantax Investment Services, Inc.
  Huntington Station, NY
• 08/2015 → 09/2025
  Avantax Advisory Services
  Huntington Station, NY
• 10/2024 → 10/2024
  Turbo Tax
  Huntington Station, NY
• 11/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Huntington Station, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Huntington Station, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-02 → 2025-09-05
  Avantax Advisory Services
  Huntington Station, NY
  Dallas, TX

Other Businesses

1) JEM CONSULTING POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 09/01/1987 ADDRESS: 336 I U Willets Rd, Roslyn Heights NY 11577, United States DESCRIPTION: Tax and accounting services.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-08-12

Other Names

• Jim Leger
• Jimmy Leger