Jason E Creech

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

• 01/2006 → Present
  Commonwealth Financial Group Inc
  Daniel Island, SC
• 06/2006 → 08/2023
  Securian Financial Services
  St. Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Daniel Island, SC
• 11/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. COMMONWEALTH CARES FOUNDATION POSITION: Officer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2008 ADDRESS: , Daniel Island SC , United States DESCRIPTION: Officer 2. NOTARY PUBLIC POSITION: Independent Contractor NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2006 ADDRESS: , Daniel Island SC , United States DESCRIPTION: Independent Contractor; 3. NAME OF OTHER BUSINESS: COMMONWEALTH FINANCIAL GROUP INC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2006, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL/PARTIAL 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;

Exams

• S66 Uniform Combined State Law Examination
  2024-04-18