CJ
CJ

Catherine Jackson

10 Years of Experience
Parma, OH
Broker

Catherine Jackson is a registered investment advisor at Cetera Investment Advisers LLC, based in Parma, OH, with 10 years of industry experience. Catherine 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
Loading...

Location

1440 Rockside Rd Ste 324, Parma, OH, 44134

Get directions

History

Regulatory History
Clean regulatory record

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

Catherine works as an office manager at FRC Financial Inc., also performing some tax filing duties. This takes nearly a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
September 2015 - Present · 11 yrs
Previous Registrations
Cetera Advisors LLC
June 2016 - March 2024 · 7 yrs 9 mos
State Registrations1 state
OH
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.
Catherine Jackson - Financial Advisor | TrueAdvisor