David Jazo
David Jazo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 26 years of industry experience. David 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
7025 N Scottsdale Rd #115 & 110, Scottsdale, AZ, 85253
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2012Customer Dispute
May 2007Other Business ActivitiesSells Insurance
David is the President of Uptown Biltmore Condominium Association and a board member of Childsplay Inc., spending minimal time on each. He also works full-time as a Financial Professional at Wilde Wealth Management Group, providing insurance, securities, and advisory services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial CorporationBroker
Invest Financial Corporation
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations5 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.