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Jason Pierret

11 Years of Experience
Kearney, MO
BrokerSells Insurance

Jason Pierret is a registered investment advisor at Cetera Investment Advisers LLC, based in Kearney, MO, 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

Kearney, MO

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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 ActivitiesSells Insurance

Jason operates Eagle Wealth Planning, LLC, providing financial services, dedicating full-time hours to this endeavor. He also owns rental property, requiring minimal time, and works as an insurance agent selling life, fixed annuities, and long-term care insurance. Finally, Jason is a board member of the Kearney Education Foundation, a non-profit, spending minimal time on this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
March 2021 - March 2024 · 3 yrs
Edward Jones
August 2014 - March 2021 · 6 yrs 7 mos
Edward JonesBroker
May 2014 - March 2021 · 6 yrs 10 mos
State Registrations14 states
CACOFLKSMONCNENMOKPASCTXVAWY
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.