Jason Fial
Jason Fial is a registered investment advisor at Cetera Investment Advisers LLC, based in Sedona, AZ, with 20 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
6486 Highway 179 Ste. 111, Sedona, AZ, 86351
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Regulatory History (1)
Employment Separation After Allegations
March 2018Other Business ActivitiesSells Insurance
Jason is an investment advisor at Wilde Wealth Management Group, dedicating full-time hours to managing assets and developing financial goals for clients. He also owns Jason Fial Insurance Agency Inc., a P&C insurance agency, spending a few hours per week overseeing operations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Country Capital Management CompanyBroker
State Registrations22 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.