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Jason Bradley Keith

Cetera Investment Advisers LLC

Panama City, FL

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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 2024-09-26
FL RA APPROVED 2024-08-29
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • FL RA
    APPROVED
    Since 2024-08-29

Branch Locations

469 W 23Rd St, Panama City, FL 32405 • 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 Miramer Beach FL 08/2011 06/2024
Cetera Investment Advisers Llc Miramer Beach FL 05/2022 06/2024
Cetera Investment Services Llc St Cloud MN 06/2021 06/2024
Lpl Financial Llc Madison MS 06/2024 08/2024
Trustmark Bank Madison MS 06/2024 08/2024
Cetera Investment Services Llc Saint Cloud MN 08/2024 Present
Regions Bank Panama City FL 08/2024 Present
Cetera Investment Advisers Llc Panama City FL 08/2024 Present
  • 08/2011 → 06/2024
    Regions Bank
    Miramer Beach, FL
  • 05/2022 → 06/2024
    Cetera Investment Advisers Llc
    Miramer Beach, FL
  • 06/2021 → 06/2024
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2024 → 08/2024
    Lpl Financial Llc
    Madison, MS
  • 06/2024 → 08/2024
    Trustmark Bank
    Madison, MS
  • 08/2024 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 08/2024 → Present
    Regions Bank
    Panama City, FL
  • 08/2024 → Present
    Cetera Investment Advisers Llc
    Panama City, FL
Previous Registrations
Other Businesses

1. OWNER OF RENTAL PROPERTIES. 2. LINKPATH AI LLC, PROPRIETARY ADVISOR RESEARCH AND CLIENT DISCOVERY TOOL, 100% OWNER, 2-3/HRS/WK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-29
S63 Uniform Securities Agent State Law Examination 2021-05-27
  • S66 Uniform Combined State Law Examination
    2022-04-29
  • S63 Uniform Securities Agent State Law Examination
    2021-05-27
Other Names
  • Jason Keith

View on SEC IAPD

Other Firms

CPA GROUP INVESTMENT MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INC.

Other Investors

DOUGLAS MARK GUSMUS
Jeremy Ryan Senterfitt
CONOR MARK D'AMBROSIO
REBECCA VAUGHN BROMLEY
ANDREW MALONE EWING
JASON BARTLEY DAVIS
JOHN BOURNE MORROW
VIRGINIA MORROW Thompson

Other Offices

CPA GROUP INVESTMENT MANAGEMENT, LLC · PANAMA CITY, FL
TRUIST ADVISORY SERVICES, INC. · PANAMA CITY, FL
WELLS FARGO CLEARING SERVICES, LLC · PANAMA CITY, FL
LPL FINANCIAL LLC · PANAMA CITY, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Panama City, FL
WELLS FARGO CLEARING SERVICES, LLC · PANAMA CITY, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PANAMA CITY, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PANAMA CITY, FL

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