Jackson Seward
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Wooster Square AdvisorsFeb 2025 to now
- UnemployedSep 2024 to Feb 2025
- Golf CoveDec 2023 to Aug 2024
- UnemployedJun 2023 to Dec 2023
- Southern Connecticut State UniversityApr 2021 to May 2023
- YmcaJan 2018 to Mar 2021
- UnemployedSep 2017 to Jan 2018
- Van WilgensApr 2016 to Aug 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 (CT).
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
- 8038478
- Firm CRD
- 105644