JD
JD
Jason Degolyer
19 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
Jason Degolyer is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Petersburg, FL, with 19 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
2751 54th Ave S, St. Petersburg, FL, 33712
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Regulatory History (1)
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Customer Dispute
June 2008Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 1 yr 10 mos
Cetera Investment Services LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2020 - April 2024 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2020 - April 2024 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - July 2015 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - July 2015 · 7 yrs 4 mos
UBS Financial Services INC.
October 2005 - April 2008 · 2 yrs 6 mos
UBS Financial Services INC.Broker
September 2005 - April 2008 · 2 yrs 7 mos
Franklin/templeton Distributors, INC.Broker
January 2001 - July 2004 · 3 yrs 6 mos
State Registrations7 states
ALFLGAILPASCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.