Jed Otto is a registered investment advisor at Cetera Investment Advisers LLC, based in Minier, IL, with 11 years of industry experience. Jed 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
204 S. Main St, Minier, IL, 61759
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 Activities
Jed is the CEO and President of Orchard Financial Group Inc., a financial services firm, since June 2021. He dedicates about a quarter of his time to this role, focusing on policy, staff management, and leading the advisory process.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations18 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.