David Jazo
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Miles & WildeJan 2026 to now
- Blink Advisors, Pllc dba Miles & WildeApr 2025 to now
- Cetera Investment Advisers LLCMar 2025 to now
- Cetera Advisors LLCMar 2025 to now
- Arizona Bank & TrustDec 2020 to Mar 2025
- LPL Financial LLCFeb 2018 to Mar 2025
- Johnson BankJan 2017 to Dec 2020
- Invest Financial CorporationJan 2017 to Feb 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2017
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4060483
- Firm CRD
- 105644