Jason MincerCRD 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.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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