Jason Jon Lukz

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

• 10/2014 → 03/2017
  Valmark Securities, Inc.
  Akron, OH
• 10/2014 → 03/2017
  Valmark Advisers, Inc.
  Akron, OH
• 09/2017 → 09/2025
  Avantax Investment Services, Inc.
  Cleveland Heights, OH
• 09/2017 → 09/2025
  Avantax Advisory Services
  Cleveland Heights, OH
• 03/2017 → 09/2017
  Unemployed
  Cleveland Heights, OH
• 10/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Cleveland Heights, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cleveland Heights, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-10-10 → 2025-09-05
  Avantax Advisory Services
  Ckeveland Heights, OH
  Dallas, TX
  Cleveland Heights, OH
• 2015-02-04 → 2017-04-24
  W3 Wealth Advisors, Llc
  Akron, OH
• 2014-10-20 → 2017-04-12
  Valmark Advisers, Inc.
  Warren, OH
• 2010-05-26 → 2014-10-27
  New England Securities
  Westlake, OH
  Highland Hills, OH

Other Businesses

1) Jason Lukz~'NIR'~3414 Meadowbrook~Cleveland Heights~OH~44118~Operational and/or Marketing Name~Owner/Sole Proprietor~9/1/2017~160hrs~120hrs~Operational and/or Marketing Name for Avantax Services 2)Golden Financial Consulting, LLC; DBA; NIR; 10/30/2017; Golden Financial Consulting, LLC

Other Names

• Jason Lukz