# JEFFREY LEE BIRNBAUM

JEFFREY LEE BIRNBAUM is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2025-09-05 | present | Yes |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2021-07-23 | 2025-09-05 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2009-12-01 | 2010-06-30 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2009-08-24 | 2009-10-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5033210)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5033210.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.