Jay Lindsay Geaslen
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
3 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jay Lindsay Geaslen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCJul 2025 to now
- Gk Capital Advisors LLCAug 2022 to now
- Avantax Advisory ServicesSep 2022 to Sep 2025
- Avantax Insurance Agency, LLCSep 2022 to Sep 2025
- Avantax Investment Services, Inc.Sep 2022 to Sep 2025
- Ameriprise Financial Services, Inc.Apr 2012 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2124281
- Firm CRD
- 105644