Jason Pearson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dayton, OH, 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
Firm Size
IM Fee
Assets Under Management
Location
Dayton, OH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason owns Oakvest Financial, LLC, a financial services business, dedicating full-time hours to it. He also works as an account clerk for the City of Dayton, spending about 10-20% of his time on accounting and budget tracking, and owns Oakvest Tax Services, spending a few hours per week on tax preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations9 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.