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Jason Lee Costner

Cetera Investment Advisers LLC

Timonium, MD

Perry Hall, MD

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-05
  • MD RA
    APPROVED
    Since 2025-09-05

Branch Locations

201 West Padonia Road Suite 600, Timonium, MD 21093-2115 • United States

Perry Hall, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Global Capital Corp Timonium MD 02/2013 10/2019
1St Global Advisors, Inc Timonium MD 02/2013 10/2019
Avantax Investment Services, Inc. Timonium MD 10/2019 09/2025
Avantax Advisory Services Timonium MD 10/2019 09/2025
Avantax Insurance Agency, Llc Timonium MD 10/2019 09/2025
Cetera Wealth Services, Llc Timonium MD 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 02/2013 → 10/2019
    1St Global Capital Corp
    Timonium, MD
  • 02/2013 → 10/2019
    1St Global Advisors, Inc
    Timonium, MD
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Timonium, MD
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Timonium, MD
  • 10/2019 → 09/2025
    Avantax Insurance Agency, Llc
    Timonium, MD
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Timonium, MD
  • 09/2025 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    Timonium, MD
    Dallas, TX
    Perry Hall, MD
  • 2013-02-07 → 2019-10-25
    1St Global Advisors Inc
    Timonium, MD
  • 2012-01-05 → 2013-02-08
    Fsc Securities Corporation
    Baltimore, MD
  • 2003-06-04 → 2012-01-17
    Ameriprise Financial Services, Llc
    Owings Mills, MD
    Hunt Valley, MD
    Owings Mills, MD
Other Businesses

1) WABC WEALTH MANAGEMENT SERVICES; TIMONIUM, MD; INVESTMENT RELATED; BMS FINANCIAL ADVISOR; 02/07/2013; 40 HRS/ MO; 40 HRS/ TRAEDE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-02
  • S66 Uniform Combined State Law Examination
    2003-06-02
Designations

View on SEC IAPD

Other Firms

L. K. BENSON & COMPANY, P.C.
BERMAN MCALEER
THE L. WARNER COMPANIES, INC
KAWG&F FINANCIAL PLANNING GROUP LLC
WAYPOINT WEALTH MANAGEMENT
KBSTM PARTNERS, LLC
CAPITAL PORTFOLIO MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

LYLE KRAUS BENSON
CHRISTOPHER DAVID BENSON
SUSAN MICHELE MITCHELTREE
KIMBERLY M. SILVESTRI
DAVID LEE BERMAN
PATRICK JOSEPH MONAGHAN
MELANIE DEE HAGAN
ANDREW T COOK

Other Offices

L. K. BENSON & COMPANY, P.C. · TIMONIUM, MD
BERMAN MCALEER · TIMONIUM, MD
THE L. WARNER COMPANIES, INC · TIMONIUM, MD
KAWG&F FINANCIAL PLANNING GROUP LLC · TIMONIUM, MD
WAYPOINT WEALTH MANAGEMENT · TIMONIUM, MD
KBSTM PARTNERS, LLC · TIMONIUM, MD
CAPITAL PORTFOLIO MANAGEMENT, INC. · TIMONIUM, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Timonium, MD

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