Jason Wenzel

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

• 08/2011 → 01/2021
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 08/2017 → 01/2021
  Schwab Private Client Investment Advisory
  Indianapolis, IN
• 01/2021 → 05/2024
  J.P. Morgan Chase Bank, N.A.
  Zionsville, IN
• 01/2021 → 05/2024
  J.P. Morgan Securities, Llc
  Zionsville, IN
• 05/2024 → Present
  Cetera Advisors
  St Cloud, MN
• 05/2024 → Present
  Brunette & Associates, Llc
  Indianapolis, IN
• 05/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2026 → Present
  Artistic Strategies
  Indianapolis, IN

Previous Registrations

• 2021-02-02 → 2024-05-02
  J.P. Morgan Securities Llc
  Zionsville, IN
  Indianapolis, IN
  Indianapolis, IN
• 2017-08-14 → 2021-03-29
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
  San Francisco, CA
• 2017-07-26 → 2017-08-14
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Other Businesses

1.NAME OF OTHER BUSINESS: BRUNETTE & ASSOCIATES, LLC , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 8 , BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 09/2024 APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS FIXED ANNUITIES; 3. NAME OF OTHER BUSINESS: ARTISTIC STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2017-07-26
• S63 Uniform Securities Agent State Law Examination
  2011-11-11

Designations

• Certified Financial Planner

Other Names

• Jason Paul Wenzel