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Jason Jon Pierret

Cetera Investment Advisers LLC

Kearney, MO

CRD 6310158

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-29
MO RA APPROVED 2024-03-21
  • TX RA
    APPROVED
    Since 2025-04-29
  • MO RA
    APPROVED
    Since 2024-03-21

Branch Locations

Kearney, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2014 02/2021
Cetera Advisors Llc St Cloud MN 03/2021 Present
Eagle Wealth Planning, Llc Kearney MO 03/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 03/2014 → 02/2021
    St Louis, MO
  • 03/2021 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 03/2021 → Present
    Eagle Wealth Planning, Llc
    Kearney, MO
  • 03/2024 → Present
    Schaumburg, IL
Previous Registrations
  • 2014-08-04 → 2021-03-04
    Kearney, MO
    St Louis, MO
Other Businesses

1. EAGLE WEALTH PLANNING, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 03/2021, OWNER, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. N/A, NOT INVESTMENT RELATED, 1716 SUNSET DRIVE, KEARNEY, MS, 64060, REAL ESTATE, STARTED 10/2018, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES; RENTAL PROPERTY; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 12/2022, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, FIXED ANNUITIES, AND LONG-TERM CARE; 4. NAME OF OTHER BUSINESS: KEARNEY EDUCATION FOUNDATION ; INVESTMENT RELATED: NO; ADDRESS: 425 W. WASHONGTON STREET KEARNEY, MO 64060; NATURE OF BUSINESS: NON PROFIT; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: GUIDE DIRECTION, ASSIST SCHOLARSHIP SELECTION, PROVIDE FINANCIAL GUIDANCE, PARTICIPATE IN FUND RAISING, VOTE ON FUND DISPURSEMENT; 5. NAME OF OTHER BUSINESS: BEVERLY PARK HOMES ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 1805 PADDOCK DR KEARNEY MO 64060; NATURE OF BUSINESS: BOARD; START DATE: 6/4/26; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: SPOKESMAN FOR HOA, LEADING BOARD OPERATIONS & ENSURING COMMUNITY RULES ARE FOLLOWED;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-06
  • S66 Uniform Combined State Law Examination
    2014-06-06
Other Names
  • Jason Pierret

View on SEC IAPD

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