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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

JASON TYLER WILSON

Advisor at CETERA INVESTMENT ADVISERS LLC

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:93d744ce-8af5-62d9-b586-04b3cb4c116e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 31, 2001 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: Jan 7, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 7, 1994
First registration: Dec 31, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 2414383

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 25, 2023	n/a	yes	CHARLOTTE, NC	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 2, 2014	Aug 23, 2023	no	CHARLOTTE, NC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	May 14, 2014	no	Charlotte, NC	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 13, 2007	Jun 1, 2009	no	CHARLOTTE, NC	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 31, 2001	Apr 26, 2007	no	CHARLOTTE, NC\|CHARLOTTE, NC	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
AMERIPRISE FINANCIAL SERVICES, LLC	CETERA INVESTMENT ADVISERS LLC	Aug 23, 2023	Sep 25, 2023	33	Firm change	Ibd to ibd
MORGAN STANLEY	AMERIPRISE FINANCIAL SERVICES, LLC	May 14, 2014	May 2, 2014	-12	Firm change	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY & CO. LLC	Apr 26, 2007	Apr 13, 2007	-13	Firm change	Other

Relationships

Registered with (5)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Sep 25, 2023 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 2, 2014 to Aug 23, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to May 14, 2014factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 13, 2007 to Jun 1, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 31, 2001 to Apr 26, 2007factForm ADV

Dated events

Occurred
Aug 23, 2023
Advisor changed firm
Jason Tyler Wilson left Ameriprise Financial Services, Llc for Cetera Investment Advisers Llc (registered 2023-09-25)
Form ADVobserved 6 days ago