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Jason Wilson

Cetera Investment Advisers LLC
32 Years of Experience
Charlotte, NC
4 DisclosuresBroker
View SEC Summary
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Jason Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Charlotte, NC, with 32 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

Charlotte, NC

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History

Regulatory History (4)
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Customer Dispute
November 2008
Settled
Customer Dispute
December 2007
Denied
Customer Dispute
August 2002
Denied
Customer Dispute
May 2002
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason owns JT Wilson Capital Management, a financial services DBA, since October 2023. He dedicates full-time hours to this activity, with most of the time spent during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2023 - Present · 3 yrs 1 mo
Cetera Financial Specialists LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
May 2014 - August 2023 · 9 yrs 3 mos
Ameriprise Financial Services, LLCBroker
May 2014 - August 2023 · 9 yrs 3 mos
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.
December 2001 - April 2007 · 5 yrs 4 mos
Citigroup Global Markets INC.Broker
November 1993 - April 2007 · 13 yrs 5 mos
State Registrations10 states
AZDEFLILINMDNCOHSCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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