Jose Valle
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Investment Services LLCJul 2025 to now
- Fidelity InvestmentsJul 2023 to Aug 2025
- Charles Schwab and Co., Inc.Jan 2022 to Jul 2023
- TD AmeritradeJun 2021 to Dec 2022
- TD Ameritrade Investment Management, LLCJun 2021 to Dec 2022
- JP Morgan Chase Bank, N.A.Jan 2020 to May 2021
- JP Morgan Securities, LLCJan 2020 to May 2021
- Bank of America, N.A.Apr 2015 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 4551456
- Firm CRD
- 105644