Jason Nicoloff (CRD# 3044701) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lafayette, IN and has over 16 years of experience in the finance industry.
CRD# 5274836
Prudential Financial Planning Services
Score
98
CRD# 2322637
Strategic Financial Group, LLC
Score
96
CRD# 5055988
Advice And Planning Services
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regions Bank | Lafayette, IN | Sep 2014 - Current | 2 |
| Cetera Investment Advisers LLC | Lafayette, IN | Sep 2014 - Current | 2 |
| Cetera Investment Services LLC | St.cloud, MN | Sep 2014 - Current | 2 |
| Unemployed | Lafayeet, IN | May 2014 - Sep 2014 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Lafayette, IN | Sep 2013 - May 2014 | < 1 |
| Lincoln Financial Advisors | Lafayette, IN | Feb 2011 - Sep 2013 | 2 |
| Tiaa/tiaa-cref Individual & Institutional Services, LLC | West Lafayette, IN | Sep 2009 - Feb 2011 | 1 |
| Chase Investment Services Corp | Indianapolis, IN | Apr 2009 - Aug 2009 | < 1 |
| Allstate Life Insurance Company | Northbrook, IL | Aug 2007 - Feb 2009 | 1 |
| Allstate Distributors, LLC | Northbrook, IL | Aug 2007 - Feb 2009 | 1 |
| Hilliard Lyons | Lafayette, IN | Dec 2006 - Aug 2007 | < 1 |
| Fifth Third Securities | Indianapolis, IN | Sep 2003 - Dec 2006 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- IN
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Total Assets Under Management7,010MILLIONS
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Total Number of Accounts26,660ACCOUNTS
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Average Account Value$262,943
- 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
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