Jason Patrick Riney

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

• 06/2007 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MN
• 06/2007 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 06/2007 → Present
  Renaissance Financial
  St. Louis, MO
• 08/2023 → Present
  Cetera Wealth Services, Llc
  St. Louis, MO
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-08-16 → 2023-08-10
  Securian Financial Services, Inc.
  St. Louis, MO
  St. Paul, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: August 2007 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: August 2007 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. ST. LOUIS SPORTS COMMISSION POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: , St. Louis MO , United States DESCRIPTION: Advisory Board; 4. SOUTHSIDE EARLY CHILDHOOD CENTER - FINANCE COMMITTEE POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 2101 S Jefferson Ave, St Louis MO 63104, United States DESCRIPTION: Part of multiple-person committee to listen to and advise on the financial performance of the non-profit organization. Discuss budgets, earnings, fund-raising, etc. 5. MISSOURI ATHLETIC CLUB - FINANCIE COMMITTEE POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 405 Washington Ave, St Louis MO 63102, United States DESCRIPTION: Part of multiple-person committee to listen to and advise on the financial performance of the non-profit organization. Discuss budgets, earnings, fund-raising, etc; 6. ST. PETER CATHOLIC CHURCH - FINANCE COMMITTEE POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 243 W Argonne Dr, St Louis MO 63122, United States DESCRIPTION: Part of multiple-person committee to listen to and advise on the financial performance of the non-profit organization. Discuss budgets, earnings, fund-raising, etc; 7. NAME OF OTHER BUSINESS: ADVISORY COMMITTEE OF JULIE MALMSTROM 2007 IRREV. TR, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY COMMITTEE, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OFFER ADVICE ON WHICH HOLDINGS TO DISTRIBUTE TO TRUST; 9. NAME OF OTHER BUSINESS: SSM HEALTH CARDINAL GLENNON CHILDREN'S FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: 1465 S. GRAND BLVD, ST LOUIS, MO 63104, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ADVISING AND PARTICIPATING IN FUNDRAISING ACTIVITIES; 10. NAME OF OTHER BUSINESS: CHAMINADE PARENTS CLUB; INVESTMENT RELATED: NO; ADDRESS: 425 S LINDBERGH BLVD SAINT LOUIS, MO 63131; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: KEEP A LEDGER OF EXPENSES AND REPORT ON THE ORGANIZATION'S BUDGET;

Exams

• S66 Uniform Combined State Law Examination
  2007-07-05

Designations

• Certified Financial Planner