Jason J Belyea
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jason J Belyea? 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
10 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Bank of New HampshireJan 2026 to now
- Cetera Investment Services LLCJan 2026 to now
- Stirlingshire InvestmentsJun 2025 to Dec 2025
- American LegionMay 2025 to Sep 2025
- UnemployedJan 2025 to May 2025
- Nh TrustOct 2024 to Feb 2025
- Osaic Insttutions, Inc.Oct 2024 to Feb 2025
- Bank of America, N.A.Mar 2021 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2021 to Oct 2024
- Citizens SecuritiesJan 2016 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 3044886
- Firm CRD
- 105644