Jordan Chase
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 LLCOct 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Investment Services Inc.Aug 2024 to Sep 2025
- Avantax Advisory ServicesAug 2024 to Aug 2025
- Fathers & Sons Inc.May 2021 to Sep 2025
- American Honda Financial CorporationAug 2020 to May 2021
- UnemployedJun 2020 to Jul 2020
- Waste ManagementDec 2019 to May 2020
- Full-time EducationFeb 2019 to Nov 2019
- Springfield Jewish Community CenterJan 2018 to Jan 2019
- Full-time EducationAug 2017 to Dec 2017
- Twin Hills Country ClubJun 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7971704
- Firm CRD
- 105644