Jason J Belyea

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 02/2021
  Citizens Securities
  Nashua, NH
• 02/2021 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Concord, NH
• 03/2021 → 10/2024
  Bank Of America, N.A.
  Concord, NH
• 10/2024 → 02/2025
  Osaic Insttutions, Inc.
  Meriden, CT
• 10/2024 → 02/2025
  Nh Trust
  Concord, NH
• 06/2025 → 12/2025
  Stirlingshire Investments
  New York, NY
• 01/2025 → 05/2025
  Unemployed
  N/A, XX
• 05/2025 → 09/2025
  American Legion
  Hooksett, NH
• 01/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2026 → Present
  Bank Of New Hampshire
  Concord, NH
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Concord, NH

Previous Registrations

• 2025-06-13 → 2025-12-03
  Stirlingshire Investments
  New York, NY
  Concord, NH
• 2024-11-03 → 2025-01-30
  Osaic Institutions, Inc.
  Concord, NH
• 2021-02-26 → 2024-10-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Concord, NH
• 2016-01-26 → 2021-02-25
  Citizens Securities, Inc.
  Nashua, NH
  Nashua, NH
  Hudson, NH
  Nashua, NH
  Rollinsford, NH
• 2014-07-18 → 2016-02-02
  Santander Securities Llc
  Concord, NH
  Plymouth, MA
  Manchester, NH
  Hillsborough, NH
  Concord, NH
  Hooksett, NH
  Merrimack, NH
  Worcester, MA
• 2012-11-15 → 2014-07-03
  Citizens Securities, Inc.
  Meredith, NH
  Ossipee, NH
  Wolfeboro, NH
• 2009-10-01 → 2012-11-13
  Msi Financial Services, Inc.
  Hooksett, NH
  Manchester, NH
  Westboro, MA
  Manchester, NH
• 2008-06-11 → 2009-06-26
  Cetera Investment Services Llc
  Epping, NH
• 2006-06-15 → 2008-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
• 2000-01-01 → 2006-06-14
  Ameriprise Financial Services, Llc
  West Des Moines, IA
  West Des Moines, IA

Other Businesses

FIXED & LIFE INSURANCE THROUGH BANK OF NEW HAMPSHIRE AND JBC COMPANIES; RENTAL PROPERTY, 100% OWNER, LESS THAN 1/HR/WK

Exams

• S66 Uniform Combined State Law Examination
  2006-06-30
• S63 Uniform Securities Agent State Law Examination
  1999-08-30

Other Names

• Jason Jeffrey Belyea