Jason
Adams

Cetera Investment Advisers LLC

CRD#5174590
Investment Advisor
in Orlando, FL
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About this Advisor

Jason Adams is a certified financial planner based out of Orlando, Florida, who has been in the advisory business for 11 years. Adams is on the advisory team at Cetera Investment Advisers LLC. Throughout their career, they have worked at Wachovia Securities, LLC, Wachovia Bank, N.A, G.A. Repple & Company, Suntrust Bank, Suntrust Investment Services, Inc, Regions Bank, Cetera Investment Services LLC, Cetera Investment Advisors LLC and Cetera Investment Advisers LLC. Adams holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Cetera Investment Advisers LLC is a registered investment firm operating in Orlando, Florida. The company has offices in 1,938 locations and a total of 1,951 financial advisors. It oversees $10 billion in assets under management across its 51,335 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 123 charities and foundations. Of its 51,335 customer accounts, just 12% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a wide array of services, including 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Cetera Investment Advisers LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

111 N Orange St
Orlando, FL 32801

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$10,324,028,419

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

2,072

FL Average: 44
Total Number of Accounts

54,906

FL Average: 2,564
Average Account Size

$188,031

FL 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 Adams Work History

Jason has 11 years of experience.

2016 - Present (3 years)

Cetera Investment Advisers LLC

2016 - Present (3 years)

Cetera Investment Services LLC

2013 - Present (6 years)

Regions Bank

2014 - 2014 (< 1 year)

Cetera Investment Advisors LLC

2013 - 2014 (1 year)

Cetera Investment Services LLC

2011 - 2013 (2 years)

Suntrust Bank

2011 - 2013 (2 years)

Suntrust Investment Services, Inc

2010 - 2011 (1 year)

G.A. Repple & Company

2008 - 2010 (2 years)

Wachovia Securities, LLC

2007 - 2010 (3 years)

Wachovia Bank, N.A

Disclosures

Jason Adams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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