Jeffrey East, financial advisor Brentwood TN
90 score

Jeffrey East

CRD Number: 5570568
Current Firm: Cetera Investment Advisers LLC

Jeffrey East (CRD# 5570568) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Brentwood, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Brentwood, TN Jan 2014 - Current 2
Regions Bank Nashville, TN Jan 2013 - Current 3
Cetera Investment Services LLC St. Cloud, MN Jan 2013 - Current 3
Morgan Keegan & Company, Inc. Nashville, TN Nov 2011 - Jan 2013 1
Ecp Greenville, SC Jun 2009 - Sep 2011 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2008 - Jun 2009 < 1
Northwestern Mutual Investment Services, LLC Franklin, TN Jul 2008 - Jun 2009 < 1
Realnet Of Central Tn Nashville, TN May 2007 - May 2008 1
University Of Tennessee Knoxville, TN Jan 2005 - May 2007 2
University Of Tn Football Office Knoxville, TN Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Jeffrey D. East
Phone Number: 888-528-2987
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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