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Jared Mann

Cetera Investment Advisers LLC

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About Jared Mann

Jared Mann is a financial advisor with Cetera Investment Advisers LLC. Jared has been in the financial industry since 2018. He is a registered representative and investment advisor representative with Cetera Investment Advisers LLC, and is licensed to provide financial advice in 53 states. Jared has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized financial advice and guidance to help clients reach their financial goals. Jared has a strong understanding of the financial markets and a commitment to providing excellent customer service.

Firm Information

Jared Mann is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Mann’s Registration & Firm History

CO

06/21/2024 - Present

Cetera Investment Advisers LLC (Denver CO)

CO

01/15/2022 - 01/08/2024

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

MO

11/09/2017 - 03/07/2022

TD AMERITRADE, INC. (ST. LOUIS MO)

MO

09/13/2017 - 01/05/2018

SCOTTRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/15/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/31/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/1/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 8/14/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Mann.
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