JM
JM

Jason Madsen

11 Years of Experience
West Des Moines, IA
Broker

Jason Madsen is a registered investment advisor at Cetera Investment Advisers LLC, based in West Des Moines, IA, with 11 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

1089 Jordan Creek Pkwy, Suite 370, West Des Moines, IA, 50266

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Financial Specialists LLC
October 2016 - Present · 9 yrs 7 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2016 - Present · 9 yrs 7 mos
Cetera Wealth Services, LLC
August 2016 - Present · 9 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
First Allied Securities, INC.Broker
September 2017 - September 2022 · 5 yrs
Summit Brokerage Services, INC.Broker
October 2016 - December 2019 · 3 yrs 2 mos
Girard Securities, INC.Broker
October 2016 - November 2017 · 1 yr 1 mo
Investors Capital CORP.Broker
October 2016 - November 2016 · 1 mo
Cetera Advisor Networks LLC
August 2016 - June 2023 · 6 yrs 10 mos
Girard Securities, INC.
August 2016 - October 2016 · 2 mos
Cetera Advisors LLC
August 2016 - October 2016 · 2 mos
Investors Capital Advisory
August 2016 - October 2016 · 2 mos
Northwestern Mutual Investment Services,llc
January 2014 - March 2016 · 2 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
December 2013 - March 2016 · 2 yrs 3 mos
State Registrations1 state
IA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.