James Witner
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Investment Advisor LLCJan 2026 to now
- Cetera Advisors LLCApr 2025 to now
- Van Pelt Wealth AdvisorsApr 2025 to now
- Diversified Enterprises, LLC dba Diversified, LLCJun 2024 to Apr 2025
- Diversified, LLCJan 2020 to Jun 2024
- Rosenzweig & Associates dba Rz WealthMay 2018 to Jan 2021
- PsecuAug 2017 to Sep 2018
- West Chester UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7314350
- Firm CRD
- 105644