JC
CFP
JC
CFP
Jason Covington
25 Years of Experience
Phoenix, AZ
2 DisclosuresBroker
Jason Covington is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, 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
1702 E. Highland Ave, Suite 204, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2022Settled
Customer Dispute
September 2020Settled
Other Business Activities
Jason is the owner of Covington Wealth Strategies LLC, which is a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2023 - Present · 2 yrs 10 mos
Cetera Investment Services LLC
November 2023 - Present · 2 yrs 10 mos
Cetera Investment Services LLCBroker
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Schwab Wealth Advisory, INC.
February 2013 - November 2023 · 10 yrs 9 mos
Charles Schwab & CO., INC.
March 2008 - March 2013 · 5 yrs
Charles Schwab & CO., INC.Broker
March 2001 - November 2023 · 22 yrs 8 mos
State Registrations5 states
AZCATNTXWA
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.