Jason Nagle
Jason Nagle is a registered investment advisor at Cetera Investment Advisers LLC, based in Gresham, OR, with 14 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
151 SE 223rd Avenue, Gresham, OR, 97030
Get directionsHistory
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
Jason owns an accounting services/tax preparation business since 2019, dedicating nearly full-time hours to it. He is also an agent with Avantax Insurance Agency LLC since 2020 and may sell variable annuities, fixed annuities, index annuities, and variable insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 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.