Rishabh Jain
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisors LLCJan 2018 to now
- Cetera Financial SpecialistsJan 2018 to now
- Cetera Investment Services LLCJan 2018 to now
- Cetera Wealth Services, LLCJan 2018 to now
- GenpactAug 2017 to now
- First Allied Securities, Inc.Jan 2018 to Sep 2022
- Summit Brokerage Services, Inc.Jan 2018 to Dec 2019
- Higher EducationJun 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6903440
- Firm CRD
- 105644