Jordan
Sirota
Cetera Investment Advisers LLC
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About this Advisor
Jordan Sirota is a financial advisor based in Belmar, New Jersey, working with Cetera Investment Advisers LLC. Jordan has previously held positions at Mid Atlantic Resource Group, Securian Financial Services, Minnesota Life Insurance Company, Holman Frenia Allison, College Of Charleston, High School North, Shore Inflatables LLC, Clem Collaborative, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Jordan has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Jordan is part of Cetera Investment Advisers LLC, which operates out of Belmar, New Jersey. 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
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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
Jordan Sirota Work History
Cetera Advisor Networks LLC
Cetera Investment Advisers LLC
Mid Atlantic Resource Group
Mid Atlantic Resource Group
Securian Financial Services
Minnesota Life Insurance Company
Securian Financial Services
Holman Frenia Allison
Clem Collaborative
College Of Charleston
Shore Inflatables LLC
College Of Charleston
College Of Charleston
College Of Charleston
High School North
High School North
Disclosures
Please visit the SEC profile of Jordan Sirota 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
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
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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