Jason Mincer, financial advisor Fairport NY

Jason Mincer

CRD Number: 6564747
Current Firm: Cetera Investment Advisers LLC

Jason Mincer (CRD# 6564747) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairport, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St Cloud, MN Jun 2019 - Current 2
Cetera Investment Advisers LLC Fairport, NY Jun 2019 - Current 2
Longhorn Steakhouse Rochester, NY Aug 2018 - Current 3
Foresters Advisory Services LLC Fairport, NY Jul 2018 - Jun 2019 < 1
Foresters Financial Services Rochester, NY Apr 2016 - Jun 2019 3
Jcc Rochester, NY Dec 2016 - Jul 2018 1
Blackfriars Theatre Rochester, NY Sep 2015 - Aug 2017 1
Jewish Community Center Rochester, NY Dec 2015 - Dec 2016 1
Foresters Financial West Henrietta, NY Oct 2015 - Apr 2016 < 1
Longhorn Steakhouse Greece, NY Sep 2013 - Oct 2015 2
Celebrity Cruises Miami, FL Jan 2010 - Jul 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Jason D. Mincer
Phone Number: 888-528-2987
Registered State(s):
  • MD
  • NY
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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