Cetera Investment Advisers LLC
About this Advisor
Jason Spivey is an investment advisor in Madison, Alabama. Currently a registered investment advisor with Cetera Investment Advisers LLC, they have accumulated 10 years of experience in the financial advisory industry. Spivey maintains a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Spivey is able to work with clients in Alabama. Their career trajectory has included roles at Morgan Keegan, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Regions Bank, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Cetera Investment Advisers LLC is headquartered in Madison, Alabama, and operates out of 1,614 other locations across the country. In aggregate, Cetera Investment Advisers LLC manages $16 billion in assets throughout 78,591 client accounts and employs more than 2,358 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 70,273 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 19% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Cetera Investment Advisers LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cetera Investment Advisers LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jason Spivey Work History
Jason has 10 years of experience.
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Jason Spivey has no disclosures.
Please visit their SEC profile for more details.
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