JS
Jackson R. Story
CETERA INVESTMENT ADVISERS LLC
DICKSON, TN 37055
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CRD#: 7505756
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Professional summary
Jackson Ray Story, who also goes by Jack Story, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Dickson, Tennessee and CETERA WEALTH SERVICES, LLC located in Dickson, Tennessee.
Jackson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jackson has worked at 2 firms and has passed the Series 66, SIE and Series 7TO exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Story
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: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 5/2021 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH AND DISABILITY; 2. NAME: BENEFITS, INC. INVESTMENT RELATED: YES ADDRESS: 10 MATHIS DRIVE, SUITE 106, DICKSON, TN 37055 NATURE OF BUSINESS: INSURANCE AGENCY THAT SELLS EMPLOYEE BENEFITS START DATE: 5/2021 POSITION/TITLE/RELATIONSHIP: BENEFITS CONSULTANT APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: WE OFFER EMPLOYEE BENEFITS INCLUDING GROUP HEALTH INSURANCE, FIXED LIFE INSURANCE, VOLUNTARY PRODUCTS, AND DISABILITY INSURANCE.; 3. NAME: JACK B. TURNER AND ASSOCIATES, INC. INVESTMENT RELATED: YES ADDRESS: : 10 MATHIS DRIVE, SUITE 106, DICKSON, TN 37055 NATURE OF BUSINESS: INVESTMENTS AND RETIREMENT PLANS START DATE: 2/2022 POSITION/TITLE/RELATIONSHIP: ONCE SECURITIES LICENSE REGISTERED REPRESENTATIVE. CURRENTLY NON-REGISTERED PERSON. APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ASSIST WITH PREPARATION FOR CLIENT MEETINGS;
CRS (Client Relationship Summary) - RIA
Click below to view Jackson Ray Story'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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 110 Mathis Dr Ste 106, Dickson, TN 37055RIA
CRD#: 105644
DICKSON, TN
Current
April 20, 2022 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 110 Mathis Dr Ste 106, Dickson, TN 37055BD
CRD#: 13572
Dickson, TN
Past
June 10, 2022 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, 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(10/30/2025)
RR
California(10/18/2023)
RR
Georgia(1/4/2024)
RR
Tennessee(6/9/2022)
IAR
Tennessee(6/29/2023)
RR
Virginia(5/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/28/2022
General Securities Representative ExaminationSRO 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.
