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 is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
1702 E. Highland Ave, Suite 204, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (2)
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.
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 11 mos
Cetera Investment Services LLCBroker
November 2023 - Present · 2 yrs 11 mos
Cetera Investment Services LLC
November 2023 - Present · 2 yrs 11 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.
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