Jason Keith
Jason Keith is a registered investment advisor at Cetera Investment Advisers LLC, based in Panama City, FL, with 10 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
469 W 23rd St, Panama City, FL, 32405
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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 rental properties. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLCBroker
Morgan Keegan & Company, INC.Broker
Wells Fargo Advisors, LLCBroker
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.