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Jason R. Lutz

Cetera Investment Advisers LLC

Des Peres, MO

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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
TX RA APPROVED_RES 2019-09-12
MO RA APPROVED 2016-08-29
  • TX RA
    APPROVED_RES
    Since 2019-09-12
  • MO RA
    APPROVED
    Since 2016-08-29

Branch Locations

11801 Manchester Rd, Des Peres, MO 63131 • 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
Regions Bank Clayton MO 08/2016 Present
Cetera Investment Advisers Llc Clayton MO 08/2016 Present
Cetera Investment Services Llc St.CLoud MN 08/2016 Present
  • 08/2016 → Present
    Regions Bank
    Clayton, MO
  • 08/2016 → Present
    Cetera Investment Advisers Llc
    Clayton, MO
  • 08/2016 → Present
    Cetera Investment Services Llc
    St.CLoud, MN
Previous Registrations
  • 2016-06-10 → 2016-08-10
    Rfg Advisory, Llc
    Creve Coeur, MO
  • 2007-10-26 → 2016-04-29
    National Planning Corporation
    Sunset Hills, MO
    Crystal City, MO
    Crystal City, MO
  • 2006-07-19 → 2007-10-26
    American General Securities Incorporated
    Houston, TX
    Festus, MO
    St. Louis, MO
Other Businesses

1. RENTAL HOUSE IN ST LOUIS MO. 2. TRUSTEE ON PARENTS REVOCABLE TRUST ACCT. 3. BOARD MEMBER FOR EUREKA HIGHSCHOOL HOCKEY CLUB.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-13
S63 Uniform Securities Agent State Law Examination 2004-08-28
  • S65 Uniform Investment Adviser Law Examination
    2006-07-13
  • S63 Uniform Securities Agent State Law Examination
    2004-08-28

View on SEC IAPD

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DOORWAY PROPERTY GP, LLC
CREATIVE PLANNING

Other Investors

LAURA PATTERSON STRICKLER
MARK EVAN BECKRICH
Thomas Casey Loper
Bruce William Clemens
James Keith McKey
PATRICK JOSEPH DOYLE
JULIE MARIE BRIAR
BRIAN LEE BOEHLE

Other Offices

CORNERSTONE WEALTH MANAGEMENT, LLC · DES PERES, MO
LPL FINANCIAL LLC · DES PERES, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Des Peres, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Des Peres, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Des Peres, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · DES PERES, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
MONETARY MANAGEMENT GROUP INC · ST LOUIS, MO

More in Des Peres, MO

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