Jaclyn Jin Hong
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered 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 LLCMar 2023 to now
- Cetera Financial Specialists LLCMar 2023 to now
- Cetera Investment Adivsers LLCMar 2023 to now
- Gwei-jin Hong Cpa, Accountancy CorpSep 2012 to now
- Avantax Advisory ServicesNov 2020 to Mar 2023
- Avantax Insurance Agency, LLCNov 2020 to Mar 2023
- Avantax Investment Services, Inc.Nov 2020 to Mar 2023
- Gameplan Financial Aka Truchoice Financial GroupDec 2019 to Mar 2020
- MML Investors Services, LLCOct 2019 to Nov 2019
- Massmutual Insurance CompanyMay 2019 to Nov 2019
- Lotus Benefits Corp.Feb 2019 to Dec 2019
- University of California San DiegoSep 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7179654
- Firm CRD
- 105644