Cetera Investment Advisers LLC
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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
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 Chiu Work History
Jason has 10 years of experience.
East West Bank
Cetera Investment Services LLC
Cetera Investment Adviser LLC
Jason Chiu has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cetera Investment Advisers LLC
New Smyrna Beach, FL
New York, NY
Rowland Heights, CA
San Mateo, CA
Baton Rouge, LA