Unclaimed
Jeffrey Karl Jarnes is a financial advisor who has been working in the industry since 1981. Jeffrey is currently registered with Cetera Investment Advisers LLC and has been with the firm since August 2023. Prior to joining Cetera Investment Advisers, Jeffrey worked for Securian Financial Services, Inc. and CRI Securities, LLC. Jeffrey offers a wide range of services to individuals and businesses, including financial planning, portfolio management, and educational seminars. Jeffrey is also a Certified Financial Planner and a Chartered Financial Consultant. Jeffrey's experience and expertise make him a valuable resource for those seeking financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
01/22/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
09/21/1988 - 10/28/2021
CRI SECURITIES, LLC (MINNETONKA MN)
NA
07/26/1983 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
04/13/1981 - 07/23/1983
FDI SECURITIES, INC.
BC
Issued 04/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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