Jeffrey Steinberg is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with AVANTAX PLANNING PARTNERS, INC., CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2025-08-11 | present | Yes |
| AVANTAX PLANNING PARTNERS, INC. | 2022-06-29 | present | Yes |
| AVANTAX ADVISORY SERVICES | 2019-10-25 | 2025-09-05 | — |
| 1ST GLOBAL ADVISORS INC | 2003-04-30 | 2019-10-25 | — |