JH
JH

Jason Hagemann

9 Years of Experience
Northlake, TX
Broker

Jason Hagemann is a registered investment advisor at Cetera Investment Advisers LLC, based in Northlake, TX, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Northlake, TX

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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 works as a financial advisor at PK Financial Strategies, LLC, providing fee-based asset management and financial advice, including retirement planning and trust account planning. This role takes nearly full-time hours.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Investment Services, INC.Broker
July 2024 - September 2025 · 1 yr 2 mos
Avantax Advisory Services
July 2024 - September 2025 · 1 yr 2 mos
Advisors Asset Management, INC.
February 2020 - August 2024 · 4 yrs 6 mos
Advisors Asset Management, INC.Broker
February 2020 - August 2024 · 4 yrs 6 mos
American Beacon Advisors, INC.
October 2018 - January 2020 · 1 yr 3 mos
Resolute Investment Distributors, INC.Broker
September 2018 - January 2020 · 1 yr 4 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
September 2017 - July 2018 · 10 mos
Fidelity Brokerage Services LLCBroker
December 2016 - August 2018 · 1 yr 8 mos
State Registrations36 states
AKALAZCACOCTFLGAIAIDILINKSLAMAMDMIMNMOMSMTNCNENHNJNMNVNYRISCTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.