JM
JM

Jered Maloney

6 Years of Experience
Canandaigua, NY
Broker

Jered Maloney is a registered investment advisor at Cetera Investment Advisers LLC, based in Canandaigua, NY, with 6 years of industry experience. Jered 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

72 South Main Street, Canandaigua, NY, 14424

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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.

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Other Business Activities

Jered works as a wealth advisor for Canandaigua National Bank and Trust, profiling clients and collaborating with a team to determine the best platform for them. He does not handle securities transactions, make investment decisions, or recommend securities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Investment Services LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLC
December 2021 - April 2023 · 1 yr 4 mos
Esl Investment Services, LLCBroker
September 2020 - March 2023 · 2 yrs 6 mos
LPL Financial LLCBroker
February 2020 - April 2023 · 3 yrs 2 mos
State Registrations4 states
FLNJNYPA
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.
Jered Maloney - Financial Advisor | TrueAdvisor