Jason Pearson, financial advisor Vandalia OH

Jason Pearson

CRD Number: 5046401
Current Firm: Cetera Advisors LLC

Jason Pearson (CRD# 5046401) is an Investment Advisor Representative working at Cetera Advisors LLC in Vandalia, OH and has over 14 years of experience in the finance industry. Jason Pearson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Feb 2007 - Current 14
Petra Capital Management Group Daytn, OH Apr 2006 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Jason A. Pearson
Phone Number: 800-929-3485
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    18,443
    MILLIONS
  • Total Number of Accounts
    68,001
    ACCOUNTS
  • Average Account Value
    $271,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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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