Jason R. Lutz

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

• 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

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