Jesse Morgan Raines
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jesse Morgan Raines? 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
10 years in the industry.
- Attainable Real Estate Iq LLCNov 2024 to now
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Raines and Simpson Investments Company dba Rising Sun PizzaFeb 2023 to now
- Delaware Valley Advisors LLCApr 2019 to now
- University of PennsylvaniaJul 2016 to now
- Minnesota Life Insurance CompanyApr 2019 to Aug 2023
- Securian Financial Services IncApr 2019 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7097971
- Firm CRD
- 105644