JT
JT
Jamie Tischner
10 Years of Experience
Lehigh Acres, FL
Broker
Jamie Tischner is a registered investment advisor at Cetera Investment Advisers LLC, based in Lehigh Acres, FL, with 10 years of industry experience. Jamie 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
Lehigh Acres, FL
Get directionsHistory
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Advisors LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Advisors LLCBroker
April 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
April 2023 - June 2023 · 2 mos
Newport Group Consulting, LLC
December 2021 - March 2023 · 1 yr 3 mos
Newport Group Securities, INC.Broker
October 2021 - March 2023 · 1 yr 5 mos
CUNA Brokerage Services, INC.
June 2018 - October 2021 · 3 yrs 4 mos
CUNA Brokerage Services, INC.Broker
May 2018 - October 2021 · 3 yrs 5 mos
Wells Fargo Clearing Services, LLC
July 2017 - May 2018 · 10 mos
Wells Fargo Clearing Services, LLCBroker
October 2015 - May 2018 · 2 yrs 7 mos
State Registrations2 states
CAFL
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.