Jaime Mechulam Castiel

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

• 11/1979 → Present
  J.M. Castiel, Cpa A.C.
  Encino, CA
• 01/2008 → 09/2025
  Avantax Investment Services, Inc.
  Encino, CA
• 06/2008 → 09/2025
  Avantax Advisory Services
  Encino, CA
• 11/2012 → 08/2019
  H D Vest Insurance Agency
  Encino, CA
• 11/1979 → Present
  J.M. Castriel, Cpa
  Encino, CA
• 05/2008 → 09/2025
  Avantax Insurance Agency, Llc
  Encino, CA
• 09/2025 → 02/2026
  Cetera Wealth Services, Llc
  Encino, CA
• 09/2025 → 02/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-09-05 → 2026-02-25
  Cetera Investment Advisers Llc
  Encino, CA
• 2008-06-10 → 2025-09-05
  Avantax Advisory Services
  Encino, CA

Other Businesses

1) Castiel Institutes of Wealth and Risk Management~16055 Ventura Blvd, Suite 711~Encino~CA~91436~Other~Other~11/11/2015~0hrs~0hrs~no services. Marketing name only. 2) J.M. Castiel, Cpa~16055 Ventura Blvd, Suite 711~Encino~CA~91436~Tax Preparation/Accounting~Tax Preparation/Accounting~11/1/1979~30hrs~10hrs~An Accountancy Corp.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-28

Other Names

• Mechulam Jaime Castiel
• Jaime Mechulam Castiel
• Jamie Mechulam Castiel