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Jamie Kohr Cash

Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets

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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

10 years in the industry.

  1. Acnb BankJan 2025 to now
  2. Cetera Investment Services LLCJan 2025 to now
  3. Cetera Investment Advisers LLCSep 2024 to now
  4. Jamie CashOct 2021 to now
  5. York State FairMar 2020 to now
  6. Cetera Advisor Networks LLCSep 2024 to Jan 2025
  7. Orrstown Bank dba Orrstown Financial AdvsiorsSep 2024 to Dec 2024
  8. LPL Financial, LLCNov 2016 to Sep 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
2239040
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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