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Jason William Worley

Cetera Investment Advisers LLC

Branson, MO

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-09-26
TX RA APPROVED_RES 2023-06-29
  • MO RA
    APPROVED
    Since 2025-09-26
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

Branson, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 04/2006 06/2018
Waddell & Reed Overland Park KS 09/2018 04/2021
Unemployed Shawnee KS 06/2018 09/2018
Kansas City Life Insurance Company Kansas City MO 04/2021 05/2021
Sunset Financial Services, Inc. Kansas City MO 04/2021 05/2021
Unemployed Shawnee KS 05/2021 09/2021
Cetera Wealth Services, Llc El Segundo CA 09/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 04/2006 → 06/2018
    Axa Advisors, Llc
    New York, NY
  • 09/2018 → 04/2021
    Waddell & Reed
    Overland Park, KS
  • 06/2018 → 09/2018
    Unemployed
    Shawnee, KS
  • 04/2021 → 05/2021
    Kansas City Life Insurance Company
    Kansas City, MO
  • 04/2021 → 05/2021
    Sunset Financial Services, Inc.
    Kansas City, MO
  • 05/2021 → 09/2021
    Unemployed
    Shawnee, KS
  • 09/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
  • 2018-10-09 → 2021-04-07
    Waddell & Reed
    Overland Park, KS
  • 2006-05-19 → 2018-06-22
    Equitable Advisors, Llc
    Overland Park, KS
  • 2004-10-07 → 2006-04-10
    First Midwest Securities, Inc.
    Bloomington, IL
    Bloomington, IL
  • 2004-02-20 → 2004-10-04
    Equitable Advisors, Llc
    Peoria, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-25
S65 Uniform Investment Adviser Law Examination 1999-09-03
S63 Uniform Securities Agent State Law Examination 1996-07-31
  • S66 Uniform Combined State Law Examination
    2025-09-25
  • S65 Uniform Investment Adviser Law Examination
    1999-09-03
  • S63 Uniform Securities Agent State Law Examination
    1996-07-31

View on SEC IAPD

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