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Jared Savino

4 Years of Experience
Staten Island, NY
Broker

Jared Savino is a registered investment advisor at Cetera Investment Advisers LLC, based in Staten Island, NY, with 4 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

260 Christopher Lane, Suite 101, Staten Island, NY, 10314

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jared owns Jared M Savino CPA PLLC, providing tax preparation, bookkeeping, payroll processing, and financial statement services to small businesses. Once licensed, he intends to provide investment advice and financial planning; this takes nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Avantax Planning Partners, INC.
July 2022 - Present · 4 yrs 2 mos
Previous Registrations
Avantax Advisory Services
January 2022 - September 2025 · 3 yrs 8 mos
Avantax Investment Services, INC.Broker
November 2021 - September 2025 · 3 yrs 10 mos
State Registrations3 states
CANJNY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.