Jason James Fuller

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

• 02/2004 → 05/2021
  America'S First Federal Cu
  Mobile, AL
• 01/2012 → 05/2021
  Lpl Financial Llc
  Charlotte, NC
• 05/2021 → Present
  Regions Bank
  Pensacola, FL
• 05/2021 → Present
  Cetera Investment Advisers Llc
  Pensacola, FL
• 05/2021 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN

Previous Registrations

• 2019-02-12 → 2021-05-24
  Lpl Financial Llc
  Mobile, AL
  Fort Mill, SC
  Mobile, AL

Other Businesses

1. KIWANIS CLUB TREASURER, 1/HR/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-07
• S63 Uniform Securities Agent State Law Examination
  2009-03-11

Other Names

• Jason J Fuller