James Frederick Sayler

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

• 01/1978 → Present
  James F. Sayler, Cpa
  St. Louis, MO
• 07/2013 → 03/2020
  K.W. Chambers & Co.
  St. Louis, MO
• 07/2013 → 03/2020
  Datatex Investment Services, Inc.
  St. Louis, MO
• 03/2020 → 02/2026
  Msmf Wealth Management
  St Louis, MO
• 03/2020 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-07-16 → 2020-03-13
  Datatex Investment Services Inc
  Clayton, MO
  St. Louis, MO
• 1999-08-18 → 2013-07-01
  1St Global Advisors Inc
  St. Louis, MO
• 2001-02-27 → 2011-12-31
  Schowalter & Jabouri Financial Services, Inc.
  St. Louis, MO

Other Businesses

1) NAME OF OTHER BUSINESS: JAMES F SAYLER; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/1978; POSITION/TITLE/RELATIONSHIP: ENROLLED AGENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: PREPARATION OF INDIVIDUAL TAX RETURNS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-29
• S63 Uniform Securities Agent State Law Examination
  1990-12-14

Other Names

• Jim Sayler