Jordan
Sirota

Cetera Investment Advisers LLC

CRD#7447601
Investment Advisor
in Belmar, NJ

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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

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

1800 Route 34 Bldg 2 Ste 201
Belmar, NJ 07719

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

NJ Average: 44
Total Number of Accounts

423,554

NJ Average: 2,564
Average Account Size

$246,648

NJ 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

Jordan Sirota Work History

2023 - Present (1 year)

Cetera Advisor Networks LLC

2023 - Present (1 year)

Cetera Investment Advisers LLC

2021 - Present (3 years)

Mid Atlantic Resource Group

2021 - 2021 (< 1 year)

Mid Atlantic Resource Group

2021 - 2021 (< 1 year)

Securian Financial Services

2021 - 2023 (2 years)

Minnesota Life Insurance Company

2021 - 2023 (2 years)

Securian Financial Services

2020 - 2020 (< 1 year)

Holman Frenia Allison

2020 - 2020 (< 1 year)

Clem Collaborative

2019 - 2020 (1 year)

College Of Charleston

2019 - 2021 (2 years)

Shore Inflatables LLC

2018 - 2019 (1 year)

College Of Charleston

2017 - 2018 (1 year)

College Of Charleston

2016 - 2017 (1 year)

College Of Charleston

2015 - 2016 (1 year)

High School North

2014 - 2015 (1 year)

High School North

Created with Highcharts 6.0.7

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

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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