Deborah Catherine Jackson
Investment adviser representative at Cetera Investment Advisers LLC
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Deborah Catherine Jackson? 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
38 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCOct 2020 to now
- Fox FinancialOct 2010 to now
- Fox Holdings Inc dba H&r BlockDec 1988 to now
- Avantax Insurance Agency LLCJun 2018 to Oct 2020
- Avantax Advisory ServicesJun 2017 to Oct 2020
- Avantax Investment Services, Inc.Jun 2017 to Oct 2020
- Chg Insurance Agency, Inc.Dec 2000 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
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
- 6819272
- Firm CRD
- 105644