Jason
Reeves

Cetera Investment Advisers LLC

CRD#6297093
Investment Advisor
in New Orleans, LA

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About this Advisor

Jason Reeves is a financial advisor working in New Orleans, Louisiana, with a total of 1 year of relevant experience. Reeves is currently employed by Cetera Investment Advisers LLC. Throughout their career, Reeves has worked at Edward Jones, Valic Financial Advisors, Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Acceptance Now, Aaron'S, 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 Coimpany, Regions Bank, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Reeves maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Louisiana and Texas. Cetera Investment Advisers LLC is a registered investment business operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 financial advisors. It handles $33 billion in assets under management across its 176,986 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 431 charities and foundations. Of its 176,986 customer accounts, 23% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cetera Investment Advisers LLC provides a broad range of services, such as 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 typically vary depending on the type of services offered. However, fees billed by Cetera Investment Advisers LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

400 Poydras Street Ste 100
New Orleans, LA 70130

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

LA Average: 44
Total Number of Accounts

176,986

LA Average: 2,564
Average Account Size

$188,469

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

Jason has been registered as a financial advisor for 1 years.*

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

2013 - 2014 (1 year)

Aaron'S

2012 - 2013 (1 year)

Acceptance Now

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Michael Nelson
Anaheim, CA
Christopher Debeikes
Medford, OR
Erin Mcclain
Philadelphia, PA
Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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