Jamie L. Tischner

CETERA INVESTMENT ADVISERS LLC

LEHIGH ACRES, FL

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CRD#: 6541846

Professional summary

Jamie Lynn Tischner, who also goes by Jamie Tischner, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lehigh Acres, Florida and CETERA WEALTH SERVICES, LLC located in El Segundo, California.

Jamie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jamie has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Tischner

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.

For various tax or corporate reasons this individual may be coded as an "Employee" or Independent Contractor of Newport Group, Inc., an affiliate of Newport Group Securities, Inc. This individual may offer insurance products through any of the Firm's affiliates. Please refer to the employment section of the U4 for information regarding this individual's position, title and date of employment. Hours devoted to each entity vary as dictated by corporate needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Lynn Tischner'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

June 16, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

LEHIGH ACRES, FL

Current

April 6, 2023 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245

CRD#: 13572

El Segundo, CA

Current

April 6, 2023 - Present

CETERA ADVISORS LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245

CRD#: 10299

El Segundo, CA

Past

April 7, 2023 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

EL SEGUNDO, CA

Past

December 16, 2021 - March 20, 2023

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

St. Petersburg, FL

Past

October 22, 2021 - March 20, 2023

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

LAKE MARY, FL

Past

June 26, 2018 - October 8, 2021

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

FORT MYERS, FL

Past

May 30, 2018 - October 8, 2021

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

FORT MYERS, FL

Past

July 10, 2017 - May 7, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FORT MYERS, FL

Past

October 14, 2015 - May 7, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FORT MYERS, FL

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

California
(4/6/2023)

Florida
(4/6/2023)

IAR

Florida
(6/16/2023)

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: 7/7/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/2015

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: 10/14/2015

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.

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Firm Stability Insights

Jamie L. Tischner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Lynn Tischner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA ADVISORS LLC

CETERA WEALTH SERVICES, LLC

NEWPORT GROUP CONSULTING, LLC

NEWPORT GROUP SECURITIES, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/2017

Series 63

Date: 11/12/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/14/2015

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

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