JB
JB

Jesse Best

5 Years of Experience
Oakmont, PA
Broker

Jesse Best is a registered investment advisor at Cetera Investment Advisers LLC, based in Oakmont, PA, with 5 years of industry experience. Jesse 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

333 Allegheny Ave, Suite 305, Oakmont, PA, 15139

Get directions

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.

Learn about disclosures →
Other Business Activities

Jesse works as a bartender at Shorty's Pins and Pints and as an independent contractor for Window Depot USA of Youngstown. The bartending job takes about 10-20% of Jesse's time, while the contractor role takes a few hours per week.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2026 - Present · 4 mos
Cetera Investment Advisers LLC
January 2026 - Present · 4 mos
Previous Registrations
Huntington Financial Advisors
January 2024 - January 2026 · 2 yrs
The Huntington Investment CompanyBroker
January 2024 - January 2026 · 2 yrs
Avantax Investment Services, INC.Broker
July 2022 - January 2024 · 1 yr 6 mos
Avantax Advisory Services
July 2022 - January 2024 · 1 yr 6 mos
PNC Investments
March 2021 - June 2022 · 1 yr 3 mos
PNC InvestmentsBroker
March 2021 - June 2022 · 1 yr 3 mos
Prudential Financial Planning Services
October 2020 - March 2021 · 5 mos
Pruco Securities, LLC.Broker
September 2020 - March 2021 · 6 mos
State Registrations2 states
OHPA
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.