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Jared Wesley Ford

Investment adviser representative at Cetera Investment Advisers LLC
13 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

13 years in the industry.

  1. Cetera Investment Advisers LLCJul 2025 to now
  2. Cetera Wealth Services, LLCJul 2025 to now
  3. Disability Dental Holdings, LLCJun 2018 to now
  4. Cedar Resort Management, LLCJan 2013 to now
  5. Avantax Advisory ServicesOct 2022 to Sep 2025
  6. Avantax Insurance Agency And/or Avantax Insurance ServicesOct 2022 to Sep 2025
  7. Avantax Investment Services Inc.Oct 2022 to Sep 2025
  8. Avantax Insurance Agency, LLCOct 2022 to Oct 2022
  9. Purshe Kaplan Sterling InvestmentsMay 2020 to Oct 2022
  10. Smith Anglin Financial, LLCMay 2020 to Oct 2022
  11. First Command Advisory ServicesMay 2018 to May 2020
  12. First Command Financial Planning, Inc.Apr 2018 to May 2020
  13. H.D Vest Advisory Services, Inc.May 2016 to May 2018
  14. H.D Vest Investment ServicesMay 2016 to May 2018
  15. M. Dean Owen CpaApr 2016 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005

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
4979980
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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