Jason Spivey is a registered investment advisor at Cetera Investment Advisers LLC, based in Madison, AL, with 15 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
351 Hughes Rd, Madison, AL, 35758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the treasurer for Decatur Soccer, handling budgeting, registration, coaching, and fundraising. He is also the president and sole proprietor of Spivey Services, where he manages invoicing, workers, and inventory.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations11 states
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