Jason Morris

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

• 07/2023 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 07/2023 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 05/2022 → 06/2023
  Mcadam Financial Group
  Boston, MA
• 01/2021 → 05/2022
  Palmetto Business Strategies
  Myrtle Beach, SC
• 05/2015 → 12/2021
  Original Benjamins
  Myrtle Beach, SC
• 01/2012 → 12/2021
  Full-Time Education
  Myrtle Beach, SC
• 09/2023 → Present
  Doordash
  San Francisco, CA
• 10/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: COMMONWEALTH FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: TO ASSESS THE FINANCIAL NEEDS OF INDIVIDUALS AND HELP WITH DECISIONS ON INVESTMENTS. 2. NAME OF OTHER BUSINESS: DOORDASH INVESTMENT RELATED: NO ADDRESS: 303 2ND ST SUITE 800 SAN FRANCISCO, CA NATURE OF BUSINESS: FOOD DELIVERY START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: DELIVERY OF FOOD

Exams

• S66 Uniform Combined State Law Examination
  2024-02-08

Other Names

• Jay Morris