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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bradley Keith is an investment advisor representative with Cetera Investment Advisers LLC. Jason has been in the financial services industry since 2007. Cetera Investment Advisers LLC is a registered investment advisor that provides financial planning and investment management services to individuals, families, and businesses. The firm has offices in Schaumburg, Illinois and other locations across the United States.
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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2
FL
09/26/2024 - Present
Cetera Investment Advisers LLC (PANAMA CITY FL)
FL
06/24/2024 - 08/22/2024
LPL FINANCIAL LLC (PANAMA CITY BEACH FL)
FL
05/14/2021 - 06/06/2024
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
MN
06/13/2013 - 12/02/2014
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TN
12/05/2011 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
04/18/2007 - 08/24/2011
WELLS FARGO ADVISORS, LLC (DESTIN FL)
BOTH
Issued 4/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 4/2/2021
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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