Jason Merker is a registered investment advisor, based in New Haven, CT, with 1 years of industry experience.
Location
470 James Street, New Haven, CT, 06513
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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
October 2025 - Present · 7 mos
Cetera Wealth Services, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Advisors
June 2025 - October 2025 · 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - October 2025 · 5 mos
Credit Suisse First Boston CorporationBroker
July 2001 - September 2001 · 2 mos
Hornblower & Weeks, INC.Broker
April 2000 - August 2000 · 4 mos
State Registrations3 states
CTFLNY
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.