Cetera Investment Advisers LLC
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About this Advisor
Jason Chiu is an investment advisor based in Rowland Heights, California. Currently a registered advisor with Cetera Investment Advisers LLC, they have accrued 11 years of professional experience. Chiu maintains Series 63 and Series 66 licenses, qualifying them as a securities representative. Chiu can serve customers based out of California. Their career trajectory has included roles at E*Trade Securities LLC, E*Trade Capital Management LLC, Wells Fargo Bank, Wells Fargo Investments, LLC, Citigroup, East West Bank, Cetera Investment Services LLC and Cetera Investment Adviser LLC. Cetera Investment Advisers LLC is headquartered in Rowland Heights, California, and operates out of 1,938 offices in the nation. In total, Cetera Investment Advisers LLC manages $10 billion in assets throughout 51,335 client accounts and retains more than 1,951 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 44,320 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Cetera Investment Advisers LLC offers 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 11 years of experience.
East West Bank
Cetera Investment Services LLC
Cetera Investment Adviser LLC
E*Trade Capital Management LLC
Wells Fargo Bank
Wells Fargo Investments, LLC
E*Trade Securities LLC
Jason Chiu has no disclosures.
Please visit their SEC profile for more details.