Jason Charles Benedetti
Investment adviser representative at Cetera Investment Advisers LLC
23 yearsExperience
2 statesRegistered 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
23 years in the industry.
- San Benedetto LLCJul 2026 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCNov 2021 to now
- In Touch Wealth AdvisorsNov 2021 to now
- MML Investors Services, LLCMar 2017 to Nov 2021
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Nov 2021
- Metlife Securities IncNov 2003 to Mar 2017
- Metropolitan Life Insurance CompanyNov 2003 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4640951
- Firm CRD
- 105644