Sara Hamilton

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

• 10/2012 → 09/2016
  J.P. Morgan Securities Llc
  Carmel, IN
• 06/2026 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2019 → Present
  Regions Bank
  Indianapolis, IN
• 06/2026 → Present
  Cetera Investment Advisers Llc
  Indianapolis, IN
• 09/2016 → 04/2017
  Chase Bank
  Carmel, IN
• 01/2018 → 01/2019
  Liv Indy
  Indianapolis, IN
• 04/2017 → 10/2021
  Sara Jane Photography
  Carmel, IN
• 05/2017 → 12/2018
  Uber
  Indianapolis, IN
• 05/2017 → 12/2018
  Lyft
  Indianapolis, IN
• 01/2019 → 03/2019
  Group Management Services
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2026-03-09
• S63 Uniform Securities Agent State Law Examination
  2012-09-25

Other Names

• Sara J Hamilton
• Sara J Burwell
• Sara Jane Burwell