Jesus Manuel Beltran
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
2 statesRegistered 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
19 years in the industry.
- Cetera Investment Advisers LLCAug 2026 to now
- Cetera Advisers LLCAug 2026 to now
- Cetera Wealth Services, LLCAug 2026 to now
- LPL Financial LLCMay 2026 to Jul 2026
- UnemployedJan 2026 to Apr 2026
- Purshe Kaplan Sterling InvestmentsApr 2025 to Jan 2026
- Seaside Wealth Management, Inc.Apr 2025 to Jan 2026
- J Beltran ConsultingAug 2024 to Mar 2025
- CourseraMay 2024 to Aug 2024
- Principal Life Insurance CoApr 2021 to May 2024
- Principal Securities IncApr 2021 to May 2024
- Cetera Investment Advisers LLCNov 2020 to Apr 2021
- Cetera Advisor Networks LLCJun 2018 to Apr 2021
- Summit Brokerage Services, Inc.Nov 2017 to Apr 2021
- First Allied Advisory Services, Inc.Jul 2012 to Nov 2020
- Cetera Advisors LLCJun 2007 to Apr 2021
- Cetera Financial Specialists LLCJun 2007 to Apr 2021
- Cetera Investment ServicesJun 2007 to Apr 2021
- First Allied Securities, Inc.Jun 2007 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4642364
- Firm CRD
- 105644