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Jason Creech

19 Years of Experience
Daniel Island, SC
Broker

Jason Creech is a registered investment advisor at Cetera Investment Advisers LLC, based in Daniel Island, SC, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Daniel Island, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jason is an officer for the Commonwealth Cares Foundation and a notary public, dedicating minimal time to each. He also works full-time as a financial professional and partial owner at Commonwealth Financial Group Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 10 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.Broker
October 2006 - August 2023 · 16 yrs 10 mos
State Registrations1 state
SC
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.