JB
JB
Jasmine Beard
7 Years of Experience
East Peoria, IL
Broker
Jasmine Beard is a registered investment advisor at Cetera Investment Advisers LLC, based in East Peoria, IL, with 7 years of industry experience. Jasmine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
160 Spinder Dr, East Peoria, IL, 61611
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2022 - Present · 3 yrs 7 mos
Cetera Investment Services LLCBroker
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2018 - September 2021 · 3 yrs 1 mo
State Registrations5 states
CAFLIAILMO
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.