JR
CFP
JR
CFP

Jarad Regano

26 Years of Experience
Mentor, OH
BrokerSells Insurance

Jarad Regano is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mentor, OH, with 26 years of industry experience. Jarad 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

8827 Mentor Ave. Suite A, Mentor, OH, 44060

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History

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.

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Other Business ActivitiesSells Insurance

Jarad is a fixed insurance agent and the owner of Regano Financial Services, Inc., a DBA for financial services. He dedicates full-time hours to this business, with most of the time during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
July 2007 - Present · 18 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
December 2019 - March 2024 · 4 yrs 3 mos
Legacy Financial Services, INC.Broker
February 2004 - July 2007 · 3 yrs 5 mos
Fsc Securities Corporation
April 2001 - February 2004 · 2 yrs 10 mos
Fsc Securities CorporationBroker
December 2000 - February 2004 · 3 yrs 2 mos
Signator Investors, INC.Broker
December 1999 - January 2001 · 1 yr 1 mo
State Registrations21 states
AZCACOCTFLGAILINMAMDMINCNYOHPATXUTVAVTWAWV
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.