Jerry Lee Style
Investment adviser representative at Cetera Investment Advisers LLC
46 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jerry Lee Style? 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
46 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Manhattan Life Insurance CoAug 2016 to now
- Style Associates Ltd.Feb 1980 to now
- Avantax Insurance Agency, LLCAug 2018 to Sep 2025
- Quality Health Plans of New YorkOct 2015 to Dec 2018
- Avantax Advisory ServicesSep 1995 to Sep 2025
- Avantax Investment Services, Inc.Jul 1994 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 2524192
- Firm CRD
- 105644