Jason Engel
Jason Engel is a registered investment advisor at Cetera Investment Advisers LLC, based in Williamsport, PA, with 21 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
1140 Sheridan Street, Williamsport, PA, 17701
Get directionsHistory
Regulatory History (1)
Criminal
September 1994Other Business ActivitiesSells Insurance
Jason is a representative for The Comprehensive Financial Group, selling insurance, securities, and investment products. He also works as an independent insurance agent selling fixed insurance products, owns rental properties, and is a financial advisor for Arize Federal Credit Union. The first two activities take up a full-time commitment each, while the credit union role takes minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Ing Financial Partners, INC
Voya Financial Advisors, INC.Broker
State Registrations15 states
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.