Jackson Ray Story

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

• 05/2021 → Present
  Benefits, Inc.
  Dickson, TN
• 05/2020 → 04/2021
  University Of Tennessee At Martin Graduate Assistant
  Martin, TN
• 08/2016 → 04/2021
  University Of Tennessee At Martin
  Martin, TN
• 02/2022 → Present
  Jack B. Turner And Associates, Inc.
  Dickson, TN
• 02/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 5/2021 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH AND DISABILITY; 2. NAME: BENEFITS, INC. INVESTMENT RELATED: YES ADDRESS: 10 MATHIS DRIVE, SUITE 106, DICKSON, TN 37055 NATURE OF BUSINESS: INSURANCE AGENCY THAT SELLS EMPLOYEE BENEFITS START DATE: 5/2021 POSITION/TITLE/RELATIONSHIP: BENEFITS CONSULTANT APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: WE OFFER EMPLOYEE BENEFITS INCLUDING GROUP HEALTH INSURANCE, FIXED LIFE INSURANCE, VOLUNTARY PRODUCTS, AND DISABILITY INSURANCE.; 3. NAME: JACK B. TURNER AND ASSOCIATES, INC. INVESTMENT RELATED: YES ADDRESS: : 10 MATHIS DRIVE, SUITE 106, DICKSON, TN 37055 NATURE OF BUSINESS: INVESTMENTS AND RETIREMENT PLANS START DATE: 2/2022 POSITION/TITLE/RELATIONSHIP: ONCE SECURITIES LICENSE REGISTERED REPRESENTATIVE. CURRENTLY NON-REGISTERED PERSON. APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ASSIST WITH PREPARATION FOR CLIENT MEETINGS;

Exams

• S66 Uniform Combined State Law Examination
  2022-06-08

Other Names

• Jack Story