Jason Berghold
Investment adviser representative at Cetera Investment Advisers LLC
4 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jason Berghold? Claim your profile
Contact this firm
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
4 years in the industry.
- Cetera Investment Advisers LLCJun 2019 to now
- Cetera Advisers LLCJun 2019 to now
- Cetera Advisors LLCJun 2019 to now
- Cetera Financial Specialists LLCJun 2019 to now
- Cetera Investment Services LLCJun 2019 to now
- Cetera Wealth Services, LLCJun 2019 to now
- Foresters Financial Services, Inc.Jul 2017 to Jun 2019
- Evans BankMar 2017 to Jul 2017
- Key Investment Services LLCJan 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5651677
- Firm CRD
- 105644