Jeffrey Cattanach (CRD# 7216295) is an Investment Advisor Representative working at Avantax Advisory Services in Belmar, NJ and has over 4 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fides Tax & Enterprise | Tinton Falls, NJ | Sep 2022 - Current | 1 |
| Avantax Advisory Services | Belmar, NJ | Jun 2020 - Current | 3 |
| Avantax Insurance Agency, LLC | Belmar, NJ | Jun 2020 - Current | 3 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Belmar, NJ | Jun 2020 - Current | 3 |
| Fides Financial, LLC | Belmar, NJ | Jan 2017 - Current | 7 |
| The Standard Insurance Company | Portland, OR | Apr 2015 - Current | 9 |
| Octave Financial LLC | Neptune, NJ | Mar 2015 - Nov 2022 | 7 |
| Octave Financial, LLC | Neptune, NJ | Mar 2015 - Nov 2022 | 7 |
| Ifsmoney | Tinton Falls, NJ | Jan 2017 - Apr 2021 | 4 |
| Twin Brook At Tinton Falls | Tinton Falls, NJ | Mar 2011 - Mar 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- NJ
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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