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Javier Jaime Cardenas

Investment adviser representative at Cetera Investment Advisers LLC
21 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

21 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Avantax Advisory ServicesApr 2023 to Sep 2025
  4. Avantax Investment Services Inc.Apr 2023 to Sep 2025
  5. Avantax Insurance Agency, LLCApr 2023 to Apr 2023
  6. Avantax Insurance Agency And/or Avantax Insurance Services.Mar 2023 to Sep 2025
  7. Hilltop Securities Inc.Nov 2017 to Apr 2023
  8. Oppenheimer & Co Inc.Sep 2005 to Nov 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
4133195
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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