JM
JM

Jason Mincer

10 Years of Experience
Fairport, NY
Broker

Jason Mincer is a registered investment advisor at Cetera Investment Advisers LLC, based in Fairport, NY, with 10 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

255 Woodcliff Drive, 1st Floor, Fairport, NY, 14450

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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

Jason is a 15% owner of Ammerly Advisors, doing business as Cetera Business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2020 - Present · 6 yrs 4 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2019 - December 2019 · 6 mos
Foresters Advisory Services, LLC
July 2018 - June 2019 · 11 mos
Foresters Financial Services, INC.Broker
October 2015 - June 2019 · 3 yrs 8 mos
State Registrations25 states
ALARAZCACOCTFLGAILMAMDMOMSNCNHNJNYOHPASCTNTXVAVTWA
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.