Jason Tyler Wilson

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

• 05/2014 → Present
  Ameriprise Financial Services, Inc.
  Charlotte, NC
• 09/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-05-02 → 2023-08-23
  Ameriprise Financial Services, Llc
  Charlotte, NC
• 2009-06-01 → 2014-05-14
  Morgan Stanley
  Charlotte, NC
• 2007-04-13 → 2009-06-01
  Morgan Stanley & Co. Llc
  Charlotte, NC
• 2001-12-31 → 2007-04-26
  Citigroup Global Markets Inc.
  Charlotte, NC
  Charlotte, NC

Other Businesses

1) NAME OF OTHER BUSINESS: JT WILSON CAPITAL MANAGEMENT ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: OWNER/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 SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-22
• S63 Uniform Securities Agent State Law Examination
  1994-01-07