Jhordy Matos
Investment adviser representative at Cetera Investment Advisers LLC
21 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
21 years in the industry.
- Cetera Investment Advisers LLCNov 2025 to now
- Cetera Investment Services LLCNov 2025 to now
- Amazon FlexNov 2023 to now
- Family Financial Advisors, IncJan 2021 to now
- Sigma Financial CorporationJan 2021 to Sep 2025
- DoordashNov 2020 to Aug 2023
- McdonaldsJun 2020 to Nov 2020
- High SchoolMar 2017 to Jun 2020
- SchoolSep 2005 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 7324915
- Firm CRD
- 105644