Jason Flint
Jason Flint is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 4 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
12120 N North Loop Road, San Antonio, TX, 78216
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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 an insurance agent with Avantax Insurance Agency/Services, dedicating minimal time to insurance sales. He is also a Director at Flint CPA, PLLC, spending nearly full-time providing tax services and conducting Avantax business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations1 state
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