Jason Bradley Keith
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCAug 2024 to now
- Cetera Investment Services LLCAug 2024 to now
- Regions BankAug 2024 to now
- LPL Financial LLCJun 2024 to Aug 2024
- Trustmark BankJun 2024 to Aug 2024
- Cetera Investment Advisers LLCMay 2022 to Jun 2024
- Cetera Investment Services LLCJun 2021 to Jun 2024
- Regions BankAug 2011 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 5288021
- Firm CRD
- 105644