JB
JB

Jason Basler

25 Years of Experience
Ste. Genevieve, MO
Broker

Jason Basler is a registered investment advisor at Cetera Investment Advisers LLC, based in Ste. Genevieve, MO, with 25 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

21450 Highway 32, Ste. Genevieve, MO, 63670

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jason is involved in several outside business activities, including owning HSB Advisors LLC (a CPA practice), serving on various boards (church, Knights of Columbus, MRV Banks, Mississippi Lime Company), and owning multiple real estate properties. He also coaches a baseball team and operates HSB Financial Solutions LLC, a DBA for financial services, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2004 - Present · 21 yrs 9 mos
Cetera Financial Specialists LLCBroker
October 2003 - Present · 22 yrs 7 mos
Previous Registrations
Ffp Securities, INC.Broker
March 2002 - November 2003 · 1 yr 8 mos
Edward JonesBroker
August 2000 - December 2001 · 1 yr 4 mos
State Registrations10 states
ALCOFLIAILKSMOMSMTOR
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.
Jason Basler - Financial Advisor | TrueAdvisor