Jason Sutfin, financial advisor Robinson IL

Jason Sutfin

CRD Number: 2193583
Current Firm: Cetera Investment Advisers LLC

Jason Sutfin (CRD# 2193583) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Robinson, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Robinson, IL Jan 2014 - Current 10
Cetera Investment Services LLC Robinson, IL Apr 1999 - Current 24
First Robinson Savings Bank Robinson, IL Apr 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Jason A. Sutfin
Phone Number: 888-528-2987
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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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