Justin Patrick Daley
Investment adviser representative at Cetera Investment Advisers LLC
20 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
20 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCJul 2025 to now
- Aksala Wealth Advisors, LLCFeb 2020 to now
- JP Daley LLCFeb 2020 to now
- Boy ScoutsMar 2018 to now
- Avantax Advisory ServicesFeb 2020 to Sep 2025
- Avantax Insurance Agency, LLCFeb 2020 to Sep 2025
- Avantax Investment Services, Inc.Feb 2020 to Sep 2025
- Kestra Advisory Services, LLCFeb 2019 to Dec 2019
- Kestra Investment Services, LLCFeb 2019 to Dec 2019
- Retirement Wealth SpecialistsFeb 2019 to Dec 2019
- Ameriprise Financial Services, Inc.Apr 2006 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5136892
- Firm CRD
- 105644