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JD

Jason T. Degolyer

CETERA INVESTMENT ADVISERS LLC
ST PETERSBURG, FL 33701
Some features on this profile are disabled
CRD#: 4342824
JD

Professional summary

Jason T Degolyer, who also goes by Jason T. Degolyer, Jason Todd Degolyer, Jason Degolyer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in St Petersburg, Florida and CETERA INVESTMENT SERVICES LLC located in St Petersburg, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jason has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason T. Degolyer | Jason Todd Degolyer | Jason Degolyer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason T Degolyer'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®
None

Experience

Current

July 31, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 510 Central Ave, St Petersburg, FL 33701
RIA
CRD#: 105644
ST PETERSBURG, FL
Current

May 20, 2024 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 510 Central Ave, St Petersburg, FL 33701
BD
CRD#: 15340
St Petersburg, FL
Past

May 22, 2020 - April 25, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAINT PETERSBURG, FL
Past

February 3, 2020 - April 25, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAINT PETERSBURG, FL
Past

March 28, 2008 - July 22, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

March 28, 2008 - July 22, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

October 10, 2005 - April 14, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
LYNCHBURG, VA
Past

September 22, 2005 - April 14, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
LYNCHBURG, VA
Past

January 29, 2001 - July 1, 2004

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA

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
Alabama
(6/21/2024)
RR
Florida
(6/21/2024)
IAR
Florida
(7/31/2024)
RR
Georgia
(7/2/2024)
RR
Illinois
(7/26/2024)
RR
South Carolina
(4/24/2025)
RR
Texas
(7/15/2025)
IAR
Texas
(7/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/3/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/3/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/27/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/27/2001
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/4/2013
General Securities Sales Supervisor - General Module Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644St Petersburg, FL 33701

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