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Jackson Dean Wichern

Cetera Investment Advisers LLC

Phoenix, AZ

CRD 7895164

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-22
AZ RA APPROVED 2025-06-26
  • TX RA
    APPROVED
    Since 2025-08-22
  • AZ RA
    APPROVED
    Since 2025-06-26

Branch Locations

3131 E Camelback Road Suite 100, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arizona Country Club Pheonix AZ 10/2024 Present
Renaissance Financial Phoenix AZ 12/2024 Present
Mountainside Fitness Phoenix AZ 10/2023 04/2024
Bluegrass Lending Tempe AZ 09/2023 05/2024
Planet Fitness Tempe AZ 12/2022 07/2023
Chipotle Mexican Grill Tempe AZ 10/2022 05/2023
Hawks Landing Golf Club Verona WI 05/2022 08/2022
Uber Tempe AZ 05/2024 Present
Arizona State University Tempe AZ 08/2021 Present
Madison West High School Madison WI 09/2017 06/2021
Seminole Pool & Tennis Club Fitchburg WI 05/2017 07/2021
St James School Madison WI 11/2014 05/2017
Cetera Wealth Services, Llc El Segundo CA 12/2024 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2025 Present
  • 10/2024 → Present
    Arizona Country Club
    Pheonix, AZ
  • 12/2024 → Present
    Renaissance Financial
    Phoenix, AZ
  • 10/2023 → 04/2024
    Mountainside Fitness
    Phoenix, AZ
  • 09/2023 → 05/2024
    Bluegrass Lending
    Tempe, AZ
  • 12/2022 → 07/2023
    Planet Fitness
    Tempe, AZ
  • 10/2022 → 05/2023
    Chipotle Mexican Grill
    Tempe, AZ
  • 05/2022 → 08/2022
    Hawks Landing Golf Club
    Verona, WI
  • 05/2024 → Present
    Uber
    Tempe, AZ
  • 08/2021 → Present
    Arizona State University
    Tempe, AZ
  • 09/2017 → 06/2021
    Madison West High School
    Madison, WI
  • 05/2017 → 07/2021
    Seminole Pool & Tennis Club
    Fitchburg, WI
  • 11/2014 → 05/2017
    St James School
    Madison, WI
  • 12/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2025 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 11/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISING SERVICES; 2. NAME OF OTHER BUSINESS: ARIZONA COUNTRY CLUB INVESTMENT RELATED: NO ADDRESS: PHEONIX, AZ 85018 NATURE OF BUSINESS: COUNTRY CLUB START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: MEMBER SERVICES APX NUMBER OF HOURS PER WEEK: 25 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: ASSIST MEMBERS WITH THEIR BAGS, SET UP THE DRIVING RANGE, AND CLEAN CARTS; 3. NAME OF OTHER BUSINESS: UBER INVESTMENT RELATED: NO ADDRESS: TEMPE, AZ 85282 NATURE OF BUSINESS: FOOD DELIVERY START DATE: 5/2024 POSITION/TITLE/RELATIONSHIP: DELIVERY DRIVER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I DELIVER FOOD TO PEOPLE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-24
  • S66 Uniform Combined State Law Examination
    2025-06-24

View on SEC IAPD

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