Jana Uribe
Investment adviser representative at Cetera Investment Advisers LLC
30 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
30 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- St. Jude Thaddeus Catholic ChurchSep 2024 to now
- Guadalupe Peak Wealth Management LLCMay 2024 to now
- Storybook Rescues IncDec 2020 to now
- Sea Rim StridersNov 2020 to now
- Friends of the Raw Outdoors of Greater SetxJan 2020 to now
- Magnolia Cemetery CompanyJan 2020 to now
- Michelangelo Investments LtdJun 2018 to now
- Splinter Investing Company LLCJun 2018 to now
- Veritas Classical AcademyAug 2017 to now
- Uribe Family Properties, LLCOct 2016 to now
- Ezequiel's Trucking & Hauling LLCJan 2012 to now
- Pollans & Cohen, P.C.Dec 2001 to now
- Child Abuse & Beyond Inc.May 1996 to now
- Avantax Advisory ServicesSep 2024 to Sep 2025
- Avantax Investment Services Inc.Sep 2024 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7987480
- Firm CRD
- 105644