JB
JB
Jason Belyea is a registered investment advisor at Cetera Investment Advisers LLC, based in Concord, NH, with 25 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
11 Triangle Park Drive, Concord, NH, 03301
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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 Services LLCBroker
January 2026 - Present · 4 mos
Cetera Investment Advisers LLC
January 2026 - Present · 4 mos
Previous Registrations
Stirlingshire InvestmentsBroker
June 2025 - December 2025 · 6 mos
Stirlingshire Investments
June 2025 - December 2025 · 6 mos
Osaic Institutions, INC.Broker
November 2024 - January 2025 · 2 mos
Osaic Institutions, INC.
November 2024 - January 2025 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2021 - October 2024 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2021 - October 2024 · 3 yrs 8 mos
Citizens Securities, INC.Broker
January 2016 - February 2021 · 5 yrs 1 mo
Citizens Investment Services
January 2016 - February 2021 · 5 yrs 1 mo
Santander Securities LLCBroker
July 2014 - February 2016 · 1 yr 7 mos
Santander Securities
July 2014 - February 2016 · 1 yr 7 mos
Cco Investment Services CORP.Broker
November 2012 - July 2014 · 1 yr 8 mos
Cco Investment Services CORP.
November 2012 - July 2014 · 1 yr 8 mos
Metlife Securities INC.
October 2009 - November 2012 · 3 yrs 1 mo
Metlife Securities INC.Broker
September 2009 - November 2012 · 3 yrs 2 mos
Bancnorth Investment Group, INC.Broker
June 2008 - June 2009 · 1 yr
Primevest Financial Services, INC.
June 2008 - June 2009 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2006 - June 2008 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - June 2008 · 2 yrs
Ameriprise Financial Services, INC.
January 2000 - June 2006 · 6 yrs 5 mos
Ameriprise Financial Services, INC.Broker
December 1999 - June 2006 · 6 yrs 6 mos
Ids Life Insurance CompanyBroker
December 1999 - June 2006 · 6 yrs 6 mos
State Registrations5 states
FLMAMENHVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.