Jason
Nicoloff

Cetera Investment Advisers LLC

CRD#3044701
Investment Advisor
in Lafayette, IN

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About this Advisor

Jason Nicoloff is a financial advisor based in Lafayette, Indiana, working with Cetera Investment Advisers LLC. Jason has previously held positions at Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and First Merchants Investment Services. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Jason is part of Cetera Investment Advisers LLC, which operates out of Lafayette, Indiana. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

Office Location

250 Main Street
Lafayette, IN 47901

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

IN Average: 44
Total Number of Accounts

423,554

IN Average: 2,564
Average Account Size

$246,648

IN Average: $2,603,165

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 Nicoloff Work History

2018 - Present (6 years)

First Merchants Investment Services

2014 - Present (10 years)

Cetera Investment Advisers LLC

2014 - Present (10 years)

Cetera Investment Services LLC

2014 - 2018 (4 years)

Regions Bank

Disclosures

Please visit the SEC profile of Jason Nicoloff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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