Patrick Jancsy Joins Cetera’s Wealth Management Team as Head of Advisory Business Consulting11/12/2019


Latest - Insights Latest - Insights Latest - Insights Latest - Insights Latest - Insights

Cetera announced today that Patrick Jancsy has joined its Wealth Management as Head of Advisory Business Consulting.

Los Angeles, CA – Cetera announced today that Patrick Jancsy has joined its Wealth Management team as Head of Advisory Business Consulting. In his new role, Mr. Jancsy will lead the growth of Cetera’s advisory programs with oversight of the Advisory Consulting Group, Advanced Planning Group and Wealth Management Technology and Training teams. He will report to Cetera’s Head of Wealth Management, Tim Stinson.

Tim Stinson said, “Patrick Jancsy is a highly knowledgeable and experienced financial professional who understands what it takes to help advisors realize the full benefits of advisory solutions that save time, drive scale and facilitate a more Advice-Centric Experience® for advisors and investors. We’re thrilled to add his talent and leadership to our elite team.”

Patrick Jancsy said, “Cetera is focused on helping advisors stay more connected with clients while keeping clients more engaged in the value their advisors bring to their lives. That shared mindset accompanied by industry-leading technology platforms such as AdviceWorks™ and My Advice Architect® (Cetera’s leading advisory platform) is shaping the future of our profession. I’m thrilled to be joining the team at Cetera to build upon advisory solutions that offer customization while uniting tools, information, and people.”

Jancsy brings over 30 years of experience to Cetera. He earned his undergraduate degree at St. Francis Xavier University before gaining a master’s degree in business administration from Northeastern University. He holds FINRA Series 7, 8 and 63 securities licenses.


About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.

Latest News - Latest Insight Detail - Subscription

Want more insights like this, sent straight to your inbox?

Subscribe to email updates from Cetera and be well informed about what’s happening within the market and the financial services industry overall.

Drop Us a Line

Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.

Account Assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please reach out to your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Join the Community

If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.