Jason Longtin
Jason Longtin is a registered investment advisor at Cetera Investment Advisers LLC, based in Framingham, MA, with 26 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
Firm Size
IM Fee
Assets Under Management
Location
40 Speen Street, Suite 202, Framingham, MA, 01701
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Jason sells fixed insurance products, including life insurance and annuities, dedicating minimal time to this activity. He also operates as a financial advisor under DBA Northeast Investment Advisors, LLC, which takes about a quarter of his time, and is the executor of the Sweeney Living Trust, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
First Midamerica Investment Corporation
First Midamerica Investment CorporationBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Morgan Stanley Dw INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations11 states
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.