Jeff
Han
Cetera Investment Advisers LLC
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About this Advisor
Jeff Han is a certified financial planner based out of Los Angeles, California with a total of 1 year of industry experience. Han is an employee of Cetera Investment Advisers LLC. Over the course of their career, they have held roles at Signature Estate & Investment Advisors, LLC, Jhfn Sii, Charles Schwab & Co., Inc, Charles Schwab Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Bank Of Hope. Han maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in California. Cetera Investment Advisers LLC is an advisory business that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It administers $33 billion in assets among its 176,986 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 431 charitable organizations. Of its 176,986 customer accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. Fees charged by Cetera Investment Advisers LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeff Han Work History
Jeff has been registered as a financial advisor for 1 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Bank Of Hope
Charles Schwab & Co., Inc
Charles Schwab Bank
Signature Estate & Investment Advisors, LLC
Jhfn Sii
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeff Han to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
Fort Lauderdale, FL
New York, NY
Philadelphia, PA
Irvine, CA
Jacksonville, FL
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
