Jamie K. Cash

CETERA INVESTMENT ADVISERS LLC

YORK, PA 17402

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CRD#: 2239040

Professional summary

Jamie Kohr Cash, CFP®, who also goes by Jamie Dee Kohr, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in York, Pennsylvania and CETERA INVESTMENT SERVICES LLC located in York, Pennsylvania.

Jamie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jamie has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Jamie Dee Kohr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. ACCOUNT OFFICER FOR ACNB BANK; BEEF SUPERINTENDENT FOR YORK STATE FAIR, 0.5/HRS/WK; WORKING/ACTIVE FARM, 100% OWNER; BOARD MEMBER FOR YORK COUNTY 4-H CENTER BOARD, 0.25/HRS/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Kohr Cash's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

January 21, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 2450 Eastern Boulevard, York, PA 17402

RIA

CRD#: 105644

YORK, PA

Current

January 21, 2025 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 100 N. George Street, York, PA 17401Office #2: 2170 White Street, York, PA 17404Office #3: 2305 Susquehanna Trail N, York, PA 17404Office #4: 2450 Eastern Boulevard, York, PA 17402Office #5: 2151 State Road Suite 101, Lancaster, PA 17601Office #6: 1687 Oregon Pike, Lancaster, PA 17601

CRD#: 15340

YORK, PA

Past

September 13, 2024 - January 21, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

YORK, PA

Past

September 13, 2024 - January 21, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

YORK, PA

Past

November 18, 2016 - September 24, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

YORK, PA

Past

November 18, 2016 - September 24, 2024

LPL FINANCIAL LLC

CRD#: 6413

YORK, PA

Past

October 7, 2013 - November 22, 2016

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

YORK, PA

Past

October 7, 2013 - November 22, 2016

CETERA WEALTH SERVICES, LLC

CRD#: 13572

YORK, PA

Past

September 20, 2011 - September 30, 2013

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

YORK, PA

Past

January 3, 2011 - September 30, 2013

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

YORK, PA

Past

January 14, 2010 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

September 4, 2009 - December 31, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

YORK, PA

Past

March 9, 2005 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

YORK, PA

Past

July 8, 2003 - February 10, 2005

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

April 3, 2001 - August 22, 2002

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

June 4, 1997 - April 2, 2001

WAYPOINT BROKERAGE SERVICES

CRD#: 19758

YORK, PA

Past

April 8, 1997 - April 30, 1997

WAYPOINT BROKERAGE SERVICES

CRD#: 19758

Past

June 7, 1994 - February 28, 1997

INDEPENDENT FINANCIAL SECURITIES, INC.

CRD#: 19924

Past

July 6, 1992 - June 7, 1994

WAYPOINT BROKERAGE SERVICES

CRD#: 19758

YORK, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(1/21/2025)

Florida
(1/21/2025)

Maine
(1/21/2025)

Maryland
(1/21/2025)

Minnesota
(1/21/2025)

New Jersey
(1/21/2025)

Pennsylvania
(1/21/2025)

IAR

Pennsylvania
(1/21/2025)

Texas
(1/21/2025)

IAR

Texas
(1/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/16/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/6/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/1992

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jamie K. Cash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Kohr Cash's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL PARTNERS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, INC.

LEGG MASON WOOD WALKER, INCORPORATED

ESSEX NATIONAL SECURITIES, LLC

WAYPOINT BROKERAGE SERVICES

WAYPOINT BROKERAGE SERVICES

INDEPENDENT FINANCIAL SECURITIES, INC.

WAYPOINT BROKERAGE SERVICES

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/2002

Series 63

Date: 7/6/1992

SIE

Date: 10/1/2018

Series 7

Date: 7/2/1992

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

Contact information

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