JL
Jason T. Longtin
CETERA INVESTMENT ADVISERS LLC
FRAMINGHAM, MA 01701
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CRD#: 3113163
JL
Professional summary
Jason Thomas Longtin is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Framingham, Massachusetts and CETERA ADVISORS LLC located in Framingham, Massachusetts.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jason has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES;
INVESTMENT RELATED: YES;
ADDRESS: SAME AS REGISTERED LOCATION;
NATURE OF BUSINESS: FIXED INSURANCE;
START DATE: 2001;
APX NUMBER OF HOURS PER WEEK: 2 HOURS;
APX NUMBER OF HOURS DURING TRADING HOURS: VARIES;
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT;
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES.
(2) NAME OF OTHER BUSINESS: DBA NORTHEAST INVESTMENT ADVISORS, LLC;
INVESTMENT RELATED: YES;
ADDRESS: SAME AS REGISTERED LOCATION;
NATURE OF BUSINESS: FINANCIAL SERVICES;
START DATE: 2001;
POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR;
APX NUMBER OF HOURS PER WEEK: 40 HOURS;
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS;
BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS.
(3) NAME OF OTHER BUSINESS: SWEENEY LIVING TRUST;
INVESTMENT RELATED: NO;
ADDRESS: SAME AS REGISTERED LOCATION;
NATURE OF BUSINESS: FAMILY TRUST;
START DATE: 12/31/2010;
POSITION/TITLE/RELATIONSHIP: EXECUTOR;
APX NUMBER OF HOURS PER WEEK: 0 HOURS;
APX NUMBER OF HOURS DURING TRADING HOURS: N/A;
BRIEF DESCRIPTION OF DUTIES: PROCESSING THE ESTATE.
(4) NAME OF OTHER BUSINESS: N/A ;
INVESTMENT RELATED: NO ;
ADDRESS: SAME AS RESIDENTIAL LOCATION ;
NATURE OF BUSINESS: T-SHIRT SALES ;
START DATE: 03/2020 ;
POSITION/TITLE/RELATIONSHIP: CO-OWNER ;
APX NUMBER OF HOURS PER WEEK: 6 ;
APX NUMBER OF HOURS DURING TRADING HOURS: 6 ;
BRIEF DESCRIPTION OF DUTIES: T-SHIRT PRODUCTION AND SALES ;
CRS (Client Relationship Summary) - RIA
Click below to view Jason Thomas Longtin's 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®
NoneExperience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 40 Speen Street Suite 202, Framingham, MA 01701RIA
CRD#: 105644
FRAMINGHAM, MA
Current
October 3, 2016 - Present
CETERA ADVISORS LLC
Office #1: 40 Speen Street Suite 202, Framingham, MA 01701BD
CRD#: 10299
Framingham, MA
Past
October 3, 2016 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
December 16, 2009 - October 3, 2016
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
FRAMINGHAM, MA
Past
December 9, 2009 - October 3, 2016
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
FRAMINGHAM, MA
Past
October 3, 2007 - December 16, 2009
B.B. GRAHAM & COMPANY, INC.
RIA
CRD#: 41533
FRAMINGHAM, MA
Past
September 13, 2007 - December 16, 2009
B.B. GRAHAM & COMPANY, INC.
BD
CRD#: 41533
FRAMINGHAM, MA
Past
February 7, 2007 - September 18, 2007
FIRST MIDAMERICA INVESTMENT CORPORATION
RIA
CRD#: 104476
FRAMINGHAM, MA
Past
February 6, 2007 - September 18, 2007
FIRST MIDAMERICA INVESTMENT CORPORATION
BD
CRD#: 104476
FRAMINGHAM, MA
Past
October 20, 2004 - February 6, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
PROVIDENCE, RI
Past
October 20, 2004 - February 6, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
PROVIDENCE, RI
Past
April 8, 2003 - October 20, 2004
QUICK & REILLY, INC.
RIA
CRD#: 11217
PROVIDENCE, RI
Past
November 13, 2002 - October 20, 2004
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
November 15, 1999 - November 8, 2002
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
June 16, 1999 - August 18, 1999
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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.RR
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
RR
Colorado(8/19/2019)
RR
Florida(10/4/2016)
RR
Maine(6/6/2025)
RR
Massachusetts(10/3/2016)
IAR
Massachusetts(3/21/2024)
RR
New Hampshire(10/3/2016)
RR
New Jersey(9/6/2024)
RR
New Mexico(10/3/2016)
RR
New York(10/3/2016)
RR
Ohio(8/19/2019)
RR
Rhode Island(10/3/2016)
RR
South Carolina(10/3/2016)
RR
Tennessee(1/2/2024)
RR
Vermont(2/6/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Framingham, MA 01701TRUST BUT VERIFY
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