Jared Dykes
Jared Dykes is a registered investment advisor at Cetera Investment Advisers LLC, based in Monroeville, PA, with 16 years of industry experience. Jared 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
Monroeville, PA
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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 ActivitiesSells Insurance
Jared sells fixed index annuities and life/long-term care insurance through Avantax, and owns Perspective Wealth Planning, LLC, which focuses on financial planning, asset management, and insurance sales. He also works as a financial advisor for CEC Financial Group, dedicating about half his time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Gladstone Wealth Group
LPL Financial LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Pruco Securities, LLC.Broker
State Registrations6 states
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