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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 Rhodes is a financial advisor at Cetera Investment Advisers LLC. Jason has been working in the financial industry since 2004. Jason is registered with the state of Arizona and Texas as an investment advisor representative. Jason holds Series 6, 7, 24, 26, 51 and 63 licenses. Jason previously worked at Hornor, Townsend & Kent, LLC and Royal Alliance Associates, Inc. Cetera Investment Advisers LLC is headquartered in Schaumburg, Illinois, and offers financial planning, portfolio management, and educational seminars. The firm manages over $100 billion in assets for individuals, businesses, and charitable organizations.
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
AZ
03/06/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
WA
10/30/2020 - 11/22/2022
ROYAL ALLIANCE ASSOCIATES, INC. (BELLEVUE WA)
AZ
08/27/2018 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (SCOTTSDALE AZ)
WA
07/26/2004 - 08/08/2018
FORESTERS FINANCIAL SERVICES, INC. (RENTON WA)
IA
Issued 3/4/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/3/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 9/7/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 7/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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