Jared Benjamin Keller

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

• 06/2010 → Present
  Financial Indepence Planning, Llc
  Lansdale, PA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Lansdale, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cwm Llc Carson Partners
  Omaha, NE

Previous Registrations

• 2013-03-18 → 2021-06-09
  Voya Financial Advisors, Inc.
  Lansdale, PA
  Conshohocken, PA
  New York, NY
  Windsor, CT

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1495 ALAN WOOD RD STE 100; CONSHOHOCKEN; PA; 19428; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/25/2013; 10; 10; SALES OF FIXED INSURANCE PRODUCTS| 2) NAME OF ENTITY:FINANCIAL INDEPENDENCE PLANNING, LLC; Yes; 1495 ALAN WOOD RD STE 100; CONSHOHOCKEN; PA; 19428; FINANCIAL SERVICES/DBA; ASSOCIATE; 4/1/2013; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS| 3) NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS - CRD # 155344, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 09/2025 APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE;

Exams

• S66 Uniform Combined State Law Examination
  2012-01-07

Designations

• Certified Financial Planner

Other Names

• Jared Keller