Jason Muchortow
Jason Muchortow is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, MI, with 9 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
Firm Size
IM Fee
Assets Under Management
Location
950 W. University Dr, Ste 101, Rochester, MI, 48307
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Regulatory History
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 ActivitiesSells Insurance
Jason provides tax and accounting services through Muchortow & Associates LLC, dedicating about half his time. He is also involved with Rochester Advisory Group LLC, Utica High School Girls Basketball, Puternic Koinonia LLC, and AnchorPointe Wealth Advisors, where he assists with financial planning, account management, and investment research.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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