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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

JASON LEE COSTNER

Advisor at CETERA INVESTMENT ADVISERS LLC

TIMONIUM, MD | PERRY HALL, MD

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Search this name across graphsid dfx:ria:45b9665b-b356-fd11-d948-866ed43c6f35

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 4, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 2, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 2, 2003
First registration: Jun 4, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4640005

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Sep 5, 2025	n/a	yes	PERRY HALL, MD\|TIMONIUM, MD	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 25, 2019	Sep 5, 2025	no	TIMONIUM, MD\|DALLAS, TX\|PERRY HALL, MD	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Feb 7, 2013	Oct 25, 2019	no	TIMONIUM, MD	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jan 5, 2012	Feb 8, 2013	no	BALTIMORE, MD	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 4, 2003	Jan 17, 2012	no	OWINGS MILLS, MD\|HUNT VALLEY, MD\|OWINGS MILLS, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVANTAX ADVISORY SERVICES	CETERA INVESTMENT ADVISERS LLC	Sep 5, 2025	Sep 5, 2025	0	Bulk transfer	Ibd to ibd
1ST GLOBAL ADVISORS INC	AVANTAX ADVISORY SERVICES	Oct 25, 2019	Oct 25, 2019	0	Bulk transfer	Ibd to ibd
FSC SECURITIES CORPORATION	1ST GLOBAL ADVISORS INC	Feb 8, 2013	Feb 7, 2013	-1	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	FSC SECURITIES CORPORATION	Jan 17, 2012	Jan 5, 2012	-12	Firm change	Other

Relationships

Registered with (5)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Sep 5, 2025 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 25, 2019 to Sep 5, 2025factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Feb 7, 2013 to Oct 25, 2019factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 5, 2012 to Feb 8, 2013factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 4, 2003 to Jan 17, 2012factForm ADV

Dated events

No dated event names this entity yet.