Jarrell Adam Witty
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Legal ShieldFeb 2026 to now
- Cetera Investment Advisers LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Creative Visuals LLCJun 2019 to now
- Osaic Wealth, Inc.Jun 2024 to Feb 2025
- Securities America AdvisorsJan 2020 to Jun 2024
- Securities America, Inc.Jan 2020 to Jun 2024
- LPL Financial LLCApr 2013 to Jan 2020
- Lcnb National BankApr 2013 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5278429
- Firm CRD
- 105644