Jason Andrew, financial advisor Tumwater WA

Jason Andrew

CRD Number: 5198560
Current Firm: Cetera Investment Advisers LLC

Jason Andrew (CRD# 5198560) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tumwater, WA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St Cloud, MN Feb 2015 - Current 9
Cetera Investment Advisers LLC Tumwater, WA Feb 2015 - Current 9
Olympia Federal Savings Lacey, WA Feb 2015 - Current 9
Thrivent Investment Management Inc. Tacoma, WA Aug 2006 - Jan 2015 8
Thrivent Financial For Lutherans Appleton, WI Aug 2006 - Jan 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Jason C. Andrew
Phone Number: 310-257-7880
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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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