Jason Bruce Hagemann
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Pk Financial Strategies, LLCJul 2024 to now
- Avantax Advisory ServicesJul 2024 to Sep 2025
- Avantax Investment Services Inc.Jul 2024 to Sep 2025
- Advisors Asset Management, IncFeb 2020 to Jul 2024
- Resolute Investment Distributors, Inc.Sep 2018 to Jan 2020
- Resolute Investment ServicesSep 2018 to Jan 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Sep 2018
- Fidelity Brokerage Services LLCNov 2016 to Aug 2018
- Avantax Insurance Agency And/or Avantax Insurance ServicesJul 2016 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6726361
- Firm CRD
- 105644