Jarrell A. Witty
CETERA INVESTMENT ADVISERS LLC
CHILLICOTHE, OH 45601
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CRD#: 5278429
Professional summary
Jarrell Adam Witty, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Chillicothe, Ohio and CETERA WEALTH SERVICES, LLC located in Chillicothe, Ohio.
Jarrell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jarrell has worked at 9 firms and has passed the Series 66, 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: 05/2008; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: WITTY LAND COMPANY LLC; INVESTMENT RELATED: NO; ADDRESS: CHILLICOTHE, OH 45601; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 3. NAME OF OTHER BUSINESS: CREATIVE VISUALS LLC; INVESTMENT RELATED: NO; ADDRESS: CHILLICOTHE, OH 45601; NATURE OF BUSINESS: PHOTOGRAPHY BUSINESS; START DATE: 06/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PHOTOGRAPHY AND VIDEO; 4. NAME OF OTHER BUSINESS: 2020 WEALTH ADVISORS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: CEO; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: SECURITIES-RELATED DBA;
CRS (Client Relationship Summary) - RIA
Click below to view Jarrell Adam Witty'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®
CFP®
Start date: 2019
Experience
Current
February 20, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 14 S Paint St Suite 10, Chillicothe, OH 45601RIA
CRD#: 105644
CHILLICOTHE, OH
Current
February 19, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 14 S Paint St Suite 10, Chillicothe, OH 45601BD
CRD#: 13572
CHILLICOTHE, OH
Past
June 14, 2024 - February 21, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
CHILLICOTHE, OH
Past
June 14, 2024 - February 21, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
CHILLICOTHE, OH
Past
January 31, 2020 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
CHILLICOTHE, OH
Past
January 31, 2020 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
CHILLICOTHE, OH
Past
April 29, 2013 - February 13, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEBANON, OH
Past
April 29, 2013 - February 13, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
LEBANON, OH
Past
October 1, 2012 - April 18, 2013
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
CIRCLEVILLE, OH
Past
October 1, 2012 - April 18, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CIRCLEVILLE, OH
Past
April 29, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
CIRCLEVILLE, OH
Past
April 28, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CIRCLEVILLE, OH
Past
May 15, 2007 - October 1, 2007
EDWARD JONES
RIA
CRD#: 250
CHILLICOTHE, OH
Past
March 9, 2007 - October 1, 2007
EDWARD JONES
BD
CRD#: 250
CHILLICOTHE, OH
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
Florida(2/20/2025)
RR
Illinois(2/20/2025)
RR
Kentucky(2/24/2025)
RR
Ohio(2/20/2025)
IAR
Ohio(2/20/2025)
RR
Virginia(2/24/2025)
Exams
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.
