Jhordy Matos

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

• 11/2023 → Present
  Amazon Flex
  Avenel, NJ
• 01/2021 → 02/2024
  Sigma Financial Corporation
  Ann Arbor, MI
• 01/2021 → Present
  Family Financial Advisors, Inc
  Fruitland Park, FL
• 11/2020 → 08/2023
  Doordash
  Perth Amboy, NJ
• 06/2020 → 11/2020
  Mcdonalds
  Perth Amboy, NJ
• 03/2017 → 06/2020
  High School
  Perth Amboy, NJ
• 09/2005 → 01/2017
  School
  Santiago
• 02/2024 → 09/2025
  Sigma Financial Corporation
  Ann Arbor, MI
• 11/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 11/2025 → Present
  Cetera Investment Advisers Llc
  Iselin, NJ

Other Businesses

AMAZON FLEX DRIVER, 10/HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-24
• S63 Uniform Securities Agent State Law Examination
  2025-01-25