Jeffrey Bressner, financial advisor Bloomington IL

Jeffrey Bressner

CRD Number: 6894691
Current Firm: Cetera Investment Advisers LLC

Jeffrey Bressner (CRD# 6894691) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bloomington, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St Cloud, MN Apr 2021 - Current 2
Cetera Investment Advisers LLC Bloomington, IL Apr 2021 - Current 2
Bank Of Pontiac Bloomington, IL Apr 2021 - Current 2
Midwestern Securities Trading Company LLC East Peoria, IL Dec 2017 - Mar 2021 3
First Farmers State Bank Bloomington, IL Dec 2017 - Mar 2021 3
First Farmers State Bank Bloomington, IL Oct 2017 - Dec 2017 < 1
Morton Community Bank Bloomington, IL Jan 2013 - Oct 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Jeffrey A. Bressner
Phone Number: 888-528-2987
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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