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Jeremy Bader

Cetera Investment Advisers LLC
22 Years of Experience
Kaneohe, HI
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jeremy Bader is a registered investment advisor at Cetera Investment Advisers LLC, based in Kaneohe, HI, with 22 years of industry experience. Jeremy 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.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

45-1144 Kamehameha Hwy, Kaneohe, HI, 96744

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History

Regulatory History (1)
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Customer Dispute
November 2024
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cetera Investment Services LLCBroker
April 2017 - Present · 9 yrs 6 mos
Cetera Investment Advisers LLC
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
LPL Financial LLC
July 2011 - April 2017 · 5 yrs 9 mos
LPL Financial LLCBroker
July 2011 - April 2017 · 5 yrs 9 mos
Uvest Financial Services Group, INC.Broker
July 2010 - July 2011 · 1 yr
Uvest Financial Services Group, INC.
July 2010 - July 2011 · 1 yr
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
March 2005 - June 2010 · 5 yrs 3 mos
Bancwest Investment Services, INC.Broker
March 2005 - June 2010 · 5 yrs 3 mos
AXA Advisors, LLCBroker
March 2004 - March 2005 · 1 yr
State Registrations5 states
CAHINVORWA
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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