Jaime Mechulam Castiel
Investment adviser representative at Cetera Investment Advisers LLC
47 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
47 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- J.M. Castiel, Cpa A.C.Nov 1979 to now
- J.M. Castriel, CpaNov 1979 to now
- Cetera Investment Advisers LLCSep 2025 to Feb 2026
- Cetera Wealth Services, LLCSep 2025 to Feb 2026
- H D Vest Insurance AgencyNov 2012 to Aug 2019
- Avantax Advisory ServicesJun 2008 to Sep 2025
- Avantax Insurance Agency, LLCMay 2008 to Sep 2025
- Avantax Investment Services, Inc.Jan 2008 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5397846
- Firm CRD
- 105644