Jason Swedo
Jason Swedo is a registered investment advisor at Cetera Investment Advisers LLC, based in Inverness, IL, with 24 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
Firm Size
IM Fee
Assets Under Management
Location
Inverness, IL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason owns rental property and works as an account director/relationship manager for JD Power, dedicating about half his time to the latter. He is also an independent insurance agent selling fixed insurance products full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Astor Investment Management LLC
Northern Lights Distributors, LLCBroker
Cedar Capital, LLC
Foreside Fund Services, LLCBroker
Astor Investment Management LLC
National Asset Management, INC.
National Securities CorporationBroker
Knight Capital Americas LLCBroker
Astor Asset Management LLC
Knight Capital Americas, L.P.Broker
First Trust Portfolios L.P.Broker
First Trust Advisors LP
Managers Investment Group LLC
Managers Distributors, INC.Broker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
Nuveen Asset Management, INC.
Nuveen Investments, LLCBroker
State Registrations19 states
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