JW
CFP
JW
CFP

Jason Watach

16 Years of Experience
Boca Raton, FL
Broker

Jason Watach is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 16 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

7284 West Palmetto Park Road, Suite 106, Boca Raton, FL, 33433

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
February 2017 - August 2023 · 6 yrs 6 mos
Securian Financial Services, INC.Broker
July 2009 - August 2023 · 14 yrs 1 mo
State Registrations5 states
FLGASCTNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.