Jordan Chase

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

• 05/2021 → 09/2025
  Fathers & Sons Inc.
  West Springfield, MA
• 08/2024 → 09/2025
  Avantax Investment Services Inc.
  Longmeadow, MA
• 08/2024 → 08/2025
  Avantax Advisory Services
  Longmeadow, MA
• 08/2020 → 05/2021
  American Honda Financial Corporation
  Holyoke, MA
• 12/2019 → 05/2020
  Waste Management
  Windsor, CT
• 01/2018 → 01/2019
  Springfield Jewish Community Center
  Longmeadow, MA
• 06/2015 → 09/2017
  Twin Hills Country Club
  Longmeadow, MA
• 08/2017 → 12/2017
  Full-Time Education
  Longmeadow, MA
• 02/2019 → 11/2019
  Full-Time Education
  Longmeadow, MA
• 06/2020 → 07/2020
  Unemployed
  Longmeadow, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Longmeadow, MA
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: COMPENSATED SPORTS COACH; INVESTMENT RELATED: NO; ADDRESS: 1160 DICKINSON ST, SPRINGFIELD, MA 01108; NATURE OF BUSINESS: BASKETBALL; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: BASKETBALL COACH; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COACHING BOYS BASKETBALL;

Exams

• S66 Uniform Combined State Law Examination
  2025-09-15