Jason
Reeves

Cetera Investment Advisers LLC

CRD#6297093
Investment Advisor
in Gretna, LA

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About this Advisor

Jason Reeves is a financial advisor based in Gretna, Louisiana, working with Cetera Investment Advisers LLC. Jason has previously held positions at Edward Jones, Valic Financial Advisors, Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, American International Group, Inc, Segue Wealth Management, Axa Advisors, LLC, Equitable Advisors, LLC, Lowe's Home Improvement, Office Depot, Lpl Financial LLC, Gulf Coast Bank And Trust Company, Regions Bank, Cetera Investment Services LLC, and Cetera Investment Advisers LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Jason is part of Cetera Investment Advisers LLC, which operates out of Gretna, Louisiana. 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 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

313 West Bank Expwy
Gretna, LA 70053

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

LA Average: 44
Total Number of Accounts

423,554

LA Average: 2,564
Average Account Size

$246,648

LA 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 Reeves Work History

2022 - Present (2 years)

Regions Bank

2022 - Present (2 years)

Cetera Investment Services LLC

2022 - Present (2 years)

Cetera Investment Advisers LLC

2022 - 2022 (< 1 year)

Office Depot

2022 - 2022 (< 1 year)

Lpl Financial LLC

2022 - 2022 (< 1 year)

Gulf Coast Bank And Trust Coimpany

2020 - 2021 (1 year)

Lowe'S Home Improvement

2019 - 2022 (3 years)

Segue Wealth Management

2019 - 2020 (1 year)

Axa Advisors, LLC

2019 - 2021 (2 years)

Equitable Advisors, LLC

2018 - 2019 (1 year)

Massmutual Life Insurance Company

2018 - 2019 (1 year)

Mml Investors Services, LLC

2015 - 2018 (3 years)

Valic Financial Advisors, Inc

2015 - 2018 (3 years)

American International Group, Inc

2014 - 2015 (1 year)

Edward Jones

Disclosures

Please visit the SEC profile of Jason Reeves 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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