Jason Theisen

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

• 03/2012 → 04/2018
  Ibis Capital
  San Diego, CA
• 07/2014 → 04/2019
  Stratos Wealth Partners
  San Diego, CA
• 04/2018 → 04/2019
  Truuwater Financial
  San Diego, CA
• 07/2019 → Present
  Global Entertainment Matrix
  Orange County, CA
• 04/2020 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2026 → Present
  Cetera Investment Advisers Llc
  San Diego, CA

Previous Registrations

• 2020-02-14 → 2020-05-19
  Commonwealth Financial Network
  San Diego, CA
• 2014-07-15 → 2019-04-09
  Stratos Wealth Partners, Ltd
  San Diego, CA

Other Businesses

1. REGISTERED PRACTICE OPERATIONS COORDINATOR FOR PUSHPIN FINANCIAL; DBA FOR CETERA BUSINESS

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-11
• S66 Uniform Combined State Law Examination
  2014-06-12

Other Names

• Jason Thomas Theisen