JD
Jason T. Dickerson
CETERA INVESTMENT ADVISERS LLC
BEAUMONT, TX 77702
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CRD#: 6565467
JD
Professional summary
Jason Todd Dickerson, AIF®, who also goes by Jason Todd Dickerson, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Beaumont, Texas and CETERA WEALTH SERVICES, LLC located in Beaumont, Texas.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jason has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Todd Dickerson
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) THE DICKERSON GROUP POSITION: PARTNER NATURE: MARKETING NAME/DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 02/23/2016 ADDRESS: Beaumont TX 77702,DESCRIPTION: Marketing name called "The Dickerson Group" 2) MEDI-SHARE POSITION: Agent NATURE: Medi-Share is a Christian based healthcare sharing ministry. Although it is not considered "insurance", it is recognized by the ACA as an approved option for health insurance coverage for individuals and families. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 11/01/2018 ADDRESS: 4150 W Eau Gallie Blvd, Melbourne FL 32934, DESCRIPTION: I would act as an agent that educates, informs and enrolls individuals and families in the program. 3) BIZEQUITY POSITION: Advisor NATURE: Provide Business Valuations to business owners using BizEquity's proprietary platform that analyzes data from 25 data sources to provide business owners a streamlined, reliable, sophisticated and accurate business valuation. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2021 ADDRESS: 4055 Dowlen Road, Suite 111, Beaumont TX 77706, DESCRIPTION: I will personally meet with Business Owners to discuss the need/advantages of having a current business valuation. I will also gather various information (tax returns, income statements, etc.) for the business.I will then utilize the proprietary BizEquity platform to enter the required information to generate a business valuation report for the owners.I will not be participating in the sale or purchase of any businesses. 4) ADVISORS EXCEL POSITION: Insurance Agent NATURE: Advisors Excel will provide marketing and service support for Fixed Insurance Business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 10/11/2021 ADDRESS: 4055 Dowlen Road, Suite 111, Beaumont TX 77706, DESCRIPTION: I will utilize Advisors Excel for sales and service support for Fixed Indexed Insurance products. 5) Texas Tech Alumni Association; CO-PRESIDENT; EVENT PLANNING; NIR; 0; 04/01/2016; Lubbock TX ; I help organize social events for Texas Tech Alumni in the Beaumont area. I organize meetings of the local chapter. 6) CoSource Financial Group. LLC; Financial Advisor; Provides Financial Advising to individuals; IR; 6; 12/28/2016; 152 West Main Street New Iberia LA 70560; Provide Financial Advising services to individuals
CRS (Client Relationship Summary) - RIA
Click below to view Jason Todd Dickerson'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®
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1150 North 11th Street, Beaumont, TX 77702RIA
CRD#: 105644
BEAUMONT, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4055 Dowlen Road, Suite 111, Beaumont, TX 77706BD
CRD#: 13572
BEAUMONT, TX
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
BEAUMONT, TX
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BEAUMONT, TX
Past
December 16, 2015 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
BEAUMONT, TX
Past
October 21, 2015 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
BEAUMONT, TX
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
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Idaho(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Michigan(9/5/2025)
RR
New York(9/5/2025)
RR
Ohio(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Beaumont, TX 77702TRUST BUT VERIFY
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