JT
JT

Jay Trousdale

3 Years of Experience
Hoover, AL
BrokerSells Insurance

Jay Trousdale is a registered investment advisor at Cetera Investment Advisers LLC, based in Hoover, AL, with 3 years of industry experience. Jay 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

781 Chestnut Park Lane, Hoover, AL, 35226

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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 ActivitiesSells Insurance

Jay works as a financial professional for Totus Wealth Management, spending full-time hours there. He also works as a math tutor and sells fixed insurance products, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Advisors LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
August 2023 - March 2024 · 7 mos
VALIC Financial Advisors, INC.
December 2022 - June 2023 · 6 mos
VALIC Financial Advisors, INC.Broker
October 2022 - June 2023 · 8 mos
State Registrations5 states
ALFLGAMSOH
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.