Jason Altman
Jason Altman is a registered investment advisor at Cetera Investment Advisers LLC, based in Boynton Beach, FL, with 27 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
1880 N. Congress Ave, Suite 307, Boynton Beach, FL, 33426
Get directionsHistory
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 (annuities) as an insurance agent, dedicating minimal time to this activity. He also works as a CPA providing tax preparation, accounting, and business planning services (about a quarter of his time) and owns a real estate company, Altman Holdings LLC, managing an office condo (minimal time). Jason is also a CPA and owner of Altman, Tuan & Friedberg PLLC, a tax and accounting practice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations7 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.