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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jacas is an investment advisor representative at Cetera Investment Advisers LLC. David has been in the industry since 1995. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. David is registered in Georgia, New Jersey, and New York. In addition to his work with Cetera Investment Advisers LLC, David also manages other businesses including J&J Tax Consultants, LLC, Archway Properties, and Simjac Management, Inc. David has experience working with high-net-worth individuals, corporations, and pension plans. He holds Series 6 and Series 63 licenses. David is a valuable resource for investors seeking comprehensive financial planning and investment management services.
SPRING VALLEY, NY
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
04/12/2021 - Present
Cetera Investment Advisers LLC (SPRING VALLEY NY)
NJ
03/14/1995 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 2/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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