JS
JS
Jahangir Sultan
23 Years of Experience
Plano, TX
1 DisclosureBrokerSells Insurance
Jahangir Sultan is a registered investment advisor at Cetera Investment Advisers LLC, based in Plano, TX, with 23 years of industry experience. Jahangir 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
Loading...
Location
Plano, TX
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2017Final
Other Business ActivitiesSells Insurance
Jahangir is an agent with an Avantax-affiliated insurance agency, selling equity indexed annuities. This activity involves minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Financial Specialists LLC
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Avantax Investment Services, INC.Broker
March 2019 - September 2025 · 6 yrs 6 mos
Avantax Advisory Services
March 2019 - September 2025 · 6 yrs 6 mos
Nylife Securities LLCBroker
May 2018 - February 2019 · 9 mos
Scottrade Investment Management
January 2017 - March 2018 · 1 yr 2 mos
Scottrade, INC.Broker
January 2017 - March 2018 · 1 yr 2 mos
Strategic Advisers, INC.
August 2014 - August 2016 · 2 yrs
Fidelity Brokerage Services LLCBroker
August 2014 - August 2016 · 2 yrs
Morgan Stanley
August 2013 - July 2014 · 11 mos
Morgan StanleyBroker
November 2012 - July 2014 · 1 yr 8 mos
TD Ameritrade, INC.Broker
February 2010 - November 2012 · 2 yrs 9 mos
1st Global Capital CORP.Broker
July 2009 - February 2010 · 7 mos
Fidelity Brokerage Services LLCBroker
July 2000 - August 2008 · 8 yrs 1 mo
State Registrations1 state
TX
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.