Jason Benedetti
Jason Benedetti is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 22 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
7025 N SCOTTSDALE RD STE 115 and 110, Scottsdale, AZ, 85253
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an insurance agent selling life, disability, fixed annuities, and long-term care insurance. He is also part owner of In Touch Wealth Advisors and dedicates about a quarter of his time to it. Jason also serves on the board of multiple non-profit and religious organizations, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
World Group Securities, INC.Broker
State Registrations28 states
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