Jay Ramey
Jay Ramey is a registered investment advisor at Cetera Investment Advisers LLC, based in Folsom, CA, with 37 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 Parkshore Dr Ste 100, Folsom, CA, 95630
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
November 2005Customer Dispute
June 2004Customer Dispute
August 1999Customer Dispute
April 1998Other Business ActivitiesSells Insurance
Jay sells fixed insurance with various companies and is an insurance agent selling life, health, disability, annuities, and long-term care products. He also owns Ramey Financial Services, offering securities and insurance services, dedicating nearly full-time hours to these activities, and is a board member for Bridlewood Canyon HOA, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pension Planners Securities, INC.Broker
Pension Planners Securities, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Financial West GroupBroker
Financial West Investment GroupBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.