Jason Marc Altman

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

• 04/1998 → Present
  Self Employed-Jason Marc Altman Cpa, Pa
  Coconut Creek, FL
• 06/2003 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 06/2003 → Present
  Eastern Point Advisors
  Lynnfield, MA
• 08/2003 → Present
  Altman & Makris, P.L.
  Boynton Beach, FL
• 10/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-01-12 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  Boynton Beach, FL
  Gilford, NH
  Madison, FL
• 2003-06-23 → 2004-12-31
  Eastern Point Advisors Inc.
  Boynton Beach, FL
• 2000-03-08 → 2003-07-14
  Avantax Advisory Services
  Boynton Beach, FL

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/24/2016; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS ANNUITIES. (2) NAME OF OTHER BUSINESS: JASON MARC ALTMAN CPA PA; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA/ ACCOUNTING/ BOOKKEEPING; START DATE: 01/01/1998; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: 40 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, ACCOUNTING, BOOKKEEPING, AND TAX/BUSINESS PLANNING. (3) NAME OF OTHER BUSINESS: ALTMAN HOLDINGS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 11/16/2007; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: MANAGES OFFICE CONDO. (4) NAME OF OTHER BUSINESS: ALTMAN, TUAN & FRIEDBERG PLLC FKA ALTMAN, FREIDBERG & WOLFMAN ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING ; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: CPA / OWNER; APX NUMBER OF HOURS PER WEEK: 60 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CPA PRACTICE. POA FOR CLIENTS AS IT PERTAINS TO IRS ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-24

Other Names

• Jason Marc Altman