JL
JL

Jack Lammert

2 Years of Experience
St Louis, MO
Broker

Jack Lammert is a registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 2 years of industry experience. Jack 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

5700 Oakland Avenue Suite 400, St Louis, MO, 63110

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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.

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Other Business Activities

Jack works as a financial advisor for Renaissance Financial, providing financial services and asset management to clients. This takes about full-time, with most of the time spent during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 5 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 8 mos
State Registrations6 states
AZGAILKYMONE
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.
Jack Lammert - Financial Advisor | TrueAdvisor