Jason Bruce Hagemann

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

• 11/2016 → 08/2018
  Fidelity Brokerage Services Llc
  Westlake, TX
• 08/2015 → 10/2016
  Comerica Bank
  Las Colinas, TX
• 07/2018 → 09/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2018 → 01/2020
  Resolute Investment Distributors, Inc.
  Irving, TX
• 09/2018 → 01/2020
  Resolute Investment Services
  Irving, TX
• 02/2020 → 07/2024
  Advisors Asset Management, Inc
  Monument, CO
• 07/2024 → Present
  Pk Financial Strategies, Llc
  Phoenix, AZ
• 07/2024 → 09/2025
  Avantax Investment Services Inc.
  Phoenix, AZ
• 07/2024 → 09/2025
  Avantax Advisory Services
  Phoenix, AZ
• 07/2016 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Phoenix, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Phoenix, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-07-31 → 2025-09-05
  Avantax Advisory Services
  Northlake, TX
  Phoenix, AZ
  Dallas, TX
• 2020-02-10 → 2024-08-05
  Advisors Asset Management, Inc.
  Boca Raton, FL
  Carrollton, TX
  Northlake, TX
• 2018-10-02 → 2020-01-31
  American Beacon Advisors, Inc.
  Irving, TX
• 2018-07-13 → 2018-09-13
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-09-26 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

1) PK FINANCIAL STRATEGIES, LLC POSITION: Financial Advisor NATURE: My role in this position is one of a Financial Advisor. Within this role we assist with providing fee based asset management services to clients. In addition to asset management, we provide financial advice. We offer retirement planning, trust account planning, as well as retail account management. In addition, we offer full life cycle management planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 155 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2024 ADDRESS: 5300 N. Central Avenue, Suite 110, Phoenix AZ 85012, United States DESCRIPTION: My duties and responsibilities will consist of providing fee based asset management and financial advice. This includes setting up meetings with current and new clients. Engaging in meetings with clients to review their needs and best interest. Reviewing financial asset management options that are suitable for clients. Providing financial documents and material related to client investments. Reviewing and managing clients needs and investments on a consistent basis.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-15
• S63 Uniform Securities Agent State Law Examination
  2016-12-23

Other Names

• Jason Bruce Hagemann
• Jason Hagemann