Jason Adam Pearson

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

• 04/2006 → 01/2019
  Petra Capital Management Group
  Daytn, OH
• 02/2007 → Present
  Cetera Advisors Llc
  Denver, CO
• 04/2022 → Present
  Oakvest Financial, Llc
  Dayton, OH
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: OAKVEST FINANCIAL, LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: CITY OF DAYTON; INVESTMENT RELATED: NO; ADDRESS: 900 OTTAWA ST, DAYTON, OH 45402; NATURE OF BUSINESS: CITY ACCOUNTING / BUDGET; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: ACCOUNT CLERK III APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING, TRACK BUDGET AND EXPENSES FOR WATER DEPARTMENT; 3) NAME OF OTHER BUSINESS: OAKVEST TAX SERVICES ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PREPARATION SERVICES ; START DATE: 03/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / TAX PREPARER ; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION FOR A FLAT FEE ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-01
• S63 Uniform Securities Agent State Law Examination
  2007-05-03

Designations

• Certified Financial Planner