Jason Underwood
Jason Underwood is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wenatchee, WA, with 6 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
175 E. Penny Road, Suite 1, Wenatchee, WA, 98801
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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 is a board member for YMCA Wenatchee and Exchange Club of Wenatchee, and affiliated with Cordell, Neher & Company, PLLC. He also sells insurance products through Avantax Insurance Agency and/or Avantax Insurance Services and works full-time as a CFP, Financial Advisor, and Member at CNC Financial Group, LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations23 states
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