Jared Levy is a registered investment advisor at Cetera Investment Advisers LLC, based in Cedar Hill, TX, with 3 years of industry experience. Jared 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
Cedar Hill, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jared is the Director of Investment Services at DBHW Wealth Partners, dedicating full-time hours to leading portfolio management, research, and training. He is also the CEO of Delancey Strategies LLC, primarily used for media interviews on economic and market topics, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Peak American Investment Advisors, INC.
Peak American Investment Advisors, INC.
Optionshouse, LLCBroker
Emerald Bay Capital Management, LLCBroker
Liberty Securities CorporationBroker
First Liberty Investment Group, INC.Broker
Jefferson Gersch, INC.Broker
State Registrations1 state
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