JC
JC

Jingfeng Cao

4 Years of Experience
Seattle, WA
Broker

Jingfeng Cao is a registered investment advisor at Cetera Investment Advisers LLC, based in Seattle, WA, with 4 years of industry experience. Jingfeng 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

Seattle, WA

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

Jingfeng is a Governor at CAO & Associates LLC, providing tax planning, consulting, and filing services for individuals and small businesses. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
November 2022 - September 2025 · 2 yrs 10 mos
Avantax Advisory Services
December 2021 - September 2025 · 3 yrs 9 mos
State Registrations1 state
WA
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.
Jingfeng Cao - Financial Advisor | TrueAdvisor