Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cetera Investment Advisers typically charges an advisory fee based on a percentage of the market value of assets in your account, usually billed quarterly. Fees are negotiable with your advisor. If you terminate your account early, you'll receive a prorated refund. You may also incur other brokerage account charges. Financial planning and consulting fees are determined based on complexity and time, and can be either a flat fee or hourly rate.
Areas of Practice
Advisor Information
Office location
6 Hutton Centre Drive STE 1280, Santa Ana, CA, 92707
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jack is an investment advisory representative at JMB Financial Managers, Inc. since 1997, and an agent selling fixed insurance (life, health, disabilities, and long-term care) with various companies since 2016; both take about a quarter of his time each. He also works as a sales rep for Life Lock Benefit Solutions and is a board member at St. Cecilia Church, dedicating minimal time to each.