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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 Swedo is a financial advisor with Cetera Investment Advisers LLC. Jason has over 20 years of experience in the financial services industry. Jason is registered with the state of Illinois and Texas as a registered investment advisor. Jason is also a registered representative with Cetera Investment Advisers LLC. Jason has a Series 7, Series 63, and Series 65 license. Jason specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, 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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IL
06/29/2023 - Present
Cetera Investment Advisers LLC (INVERNESS IL)
IL
03/02/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (INVERNESS IL)
NE
07/27/2015 - 02/01/2017
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
11/26/2014 - 07/10/2015
FORESIDE FUND SERVICES, LLC (Chicago IL)
IL
07/18/2013 - 06/11/2014
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
NY
07/02/2012 - 07/15/2013
KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)
NJ
06/07/2012 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
IL
01/25/2010 - 05/10/2012
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
CT
10/26/2007 - 12/18/2009
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
IL
05/10/2004 - 10/09/2007
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IL
02/22/2001 - 05/06/2004
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
IA
Issued 11/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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