JW
JW
Jason Worley is a registered investment advisor at Cetera Investment Advisers LLC, based in Branson, MO, with 28 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
Branson, MO
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2021 - June 2023 · 1 yr 7 mos
Sunset Financial Services, INC.Broker
May 2021 - May 2021 · 0 mos
Waddell & Reed
October 2018 - April 2021 · 2 yrs 6 mos
Waddell & ReedBroker
September 2018 - April 2021 · 2 yrs 7 mos
AXA Advisors, LLC
May 2006 - June 2018 · 12 yrs 1 mo
AXA Advisors, LLCBroker
May 2006 - June 2018 · 12 yrs 1 mo
First Midwest Securities, INC.
October 2004 - April 2006 · 1 yr 6 mos
First Midwest Securities, INC.Broker
October 2004 - April 2006 · 1 yr 6 mos
AXA Advisors, LLC
February 2004 - October 2004 · 8 mos
AXA Advisors, LLCBroker
February 2001 - October 2004 · 3 yrs 8 mos
American Investment Services, INC.Broker
August 1998 - January 2001 · 2 yrs 5 mos
Masters Financial Group, INC.Broker
November 1997 - June 1998 · 7 mos
Smith Culver InvestmentsBroker
October 1996 - August 1997 · 10 mos
State Registrations5 states
CAMONCTXWA
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.