Jason
Chiu

Cetera Investment Advisers LLC

CRD#4163596
Investment Advisor
in Rowland Heights, CA

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About this Advisor

Jason Chiu is an advisor based in Rowland Heights, California. Currently a registered investment advisor with Cetera Investment Advisers LLC, they have gathered nine years of practice as a financial advisor. Chiu holds Series 63 and Series 66 licenses, designating the advisor as a securities representative. Chiu can work with investors based out of California. Over the course of their career, they have held roles at Citigroup, East West Bank, Cetera Investment Services LLC and Cetera Investment Adviser LLC. Cetera Investment Advisers LLC is headquartered in Rowland Heights, California, and has 1,614 other brick-and-mortar locations in the United States. Overall, Cetera Investment Advisers LLC manages $10 billion in assets across 54,906 client accounts and retains more than 2,072 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 39,280 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Cetera Investment Advisers LLC can provide 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

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

18645 E Gale Ave #100
Rowland Heights, CA 91748

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$10,324,028,419

CA Average: $6,674,516,078
Total Number of Employees

2,072

CA Average: 44
Total Number of Accounts

54,906

CA Average: 2,564
Average Account Size

$188,031

CA Average: $2,603,165

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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 Chiu Work History

Jason has 10 years of experience.

2014 - Present (6 years)

East West Bank

2014 - Present (6 years)

Cetera Investment Services LLC

2014 - Present (6 years)

Cetera Investment Adviser LLC

2010 - 2014 (4 years)

Citigroup

Disclosures

Jason Chiu has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

Rene Crespo
New Smyrna Beach, FL
James Scattergood
Minneapolis, MN
Ying Lu
New York, NY
Daniel Mayer
Denver, CO
Thomas Walter
Meadville, PA
Jason Chiu
Rowland Heights, CA
Erin Mccloskey
San Mateo, CA
Mary Ewen
Baton Rouge, LA

This content was compiled from the SEC and FINRA.

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