Matthew
Jadwisiak

Cetera Advisors LLC

CRD#7192881
Investment Advisor
in Dayton, OH

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About this Advisor

Matthew Jadwisiak is a financial advisor based in Dayton, Ohio, who has been in the industry for 10 years. Jadwisiak currently works for Cetera Advisors LLC. Their career trajectory has included roles at Insight Global, Automatic Data Pocessing, Indecon Solutions, Sirsidynix, Campuslogic, Cetera Advisors, LLC, Bp Bats and Campus Logic. Jadwisiak has a Series 65 license, qualifying them as an investment advisor representative, and can work in Ohio. Cetera Advisors LLC is a registered investment company operating out of Dayton, Ohio. The company has offices in 692 locations and a total of 1,164 employees. It handles $15 billion in assets across its 58,946 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 102 charities and foundations. Of its 58,946 client accounts, 25% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Cetera Advisors LLC offers a diverse array of services, including 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 largely vary depending on the services. However, fees billed by Cetera Advisors LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

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, Commissions

Disclosures

No

Office Location

8379 Yankee St
Dayton, OH 45458

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$15,071,320,827

OH Average: $2,349,664,866
Total Number of Employees

1,164

OH Average: 28
Total Number of Accounts

58,946

OH Average: 1,101
Average Account Size

$255,680

OH Average: $2,134,119

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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

Matthew Jadwisiak Work History

Matthew has 10 years of experience.

2020 - Present (2 years)

Cetera Advisors, LLC

2019 - Present (3 years)

Bp Bats

2018 - Present (4 years)

Campuslogic

2018 - Present (4 years)

Campus Logic

2013 - 2018 (5 years)

Sirsidynix

2011 - 2013 (2 years)

Indecon Solutions

2010 - 2010 (< 1 year)

Insight Global

2010 - 2011 (1 year)

Automatic Data Pocessing

Disclosures

Matthew Jadwisiak has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisors LLC

Patricia Davies
Frederick, MD
Ashton Green
Lawrenceville, GA
Zachary Anderson
Mount Pleasant, SC
Anthony Zizza
Stoneham, MA
Matthew Jadwisiak
Dayton, OH
Dennis Tsakiris
Dover, NH
Mingmar Sherpa
Denver, CO
Corey Ross
Spokane, WA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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