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Jason Sutfin

30 Years of Experience
Robinson, IL
Broker

Jason Sutfin is a registered investment advisor at Cetera Investment Advisers LLC, based in Robinson, IL, with 30 years of industry experience. Jason 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

501 East Main Street, Robinson, IL, 62454

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jason owns and manages 321 Properties, LLC, which involves rental properties. He also serves on the City of Robinson Police & Fire committee and as a board member at Robinson Parks Foundation, dedicating minimal time to the latter two activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
July 1999 - Present · 26 yrs 10 mos
Previous Registrations
Cetera Investment Services LLC
January 2001 - January 2014 · 13 yrs
Pfic Securities CorporationBroker
December 1998 - April 1999 · 4 mos
Primevest Financial Services, INC.Broker
May 1998 - November 1999 · 1 yr 6 mos
Primevest Financial Services, INC.Broker
May 1998 - May 1998 · 0 mos
Primevest Financial Services, INC.Broker
October 1995 - September 1997 · 1 yr 11 mos
Investment Management & Research, INCBroker
January 1992 - May 1992 · 4 mos
State Registrations18 states
AZCACOFLGAILINKYLAMIMONCOHORSCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.