Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
Location: United States, Florida, Boca Raton
Employees: 1001-5000
Phone: +1 866-489-3100
Total raised: $240K
Founded date: 1981
Investors 2
| Date | Name | Website |
| - | Lightyear ... | lycap.com |
| - | Genstar Ca... | gencap.com |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 27.01.2021 | - | $240K | - |
Mentions in press and media 30
| Date | Title | Description |
| 23.02.2026 | Jump Secures $80 Million, Accelerating AI Transformation in Financial Advisory | Jump, a pioneering AI platform for financial advisors, has successfully closed an $80 million Series B funding round, elevating its total capital to $105 million. This substantial investment will accelerate the development of its AI-native ... |
| 22.02.2026 | Jump: $80 Million Series B Secured For Expanding Advisor Intelligence Engine | Jump, an AI platform built for financial advisors and other financial services professionals, announced it has closed an $80 million Series B funding round led by Insight Partners. The round included participation from new investors F-Prime... |
| 31.10.2025 | Stocks falls on megacap drag, yen stumbles after BOJ announcement | NEW YORK: Global shares dropped on Thursday (Oct 30) and were set for their biggest daily decline in three weeks, weighed down by megacaps Microsoft and Meta, while the dollar rose against the yen on policy updates from the Federal Reserve ... |
| 21.10.2025 | Jump Acquires Mobile Assistant | Jump, a Salt Lake City, UT-based provider of artificial intelligence (AI) solutions for financial advisors and financial services, acquired Mobile Assistant, a leader in advisor transcription services. The amount of the deal was not disclos... |
| 25.08.2025 | Wall Street ends down as traders focus on Nvidia, Fed after last week's rally | Wall Street ends down as traders focus on Nvidia, Fed after last week's rally By Noel RandewichAugust 25, 20258:19 PM UTCUpdated ago Text Small Text Medium Text Large Text Share X Facebook Linkedin Email Link Futures-options traders work on... |
| 21.07.2025 | Stock futures are little changed after S&P 500 posts another record close: Live updates | Stock futures were little changed early Tuesday after the S&P 500 and Nasdaq Composite hit fresh records. Futures tied to the Dow Jones Industrial Average moved up 5 points, or 0.01%. S&P 500 futures ticked down 0.03%, while Nasdaq ... |
| 15.02.2025 | Fund managers boost exposure to bitcoin ETFs, quarterly US filings show | Fund managers boost exposure to bitcoin ETFs, quarterly US filings show By Suzanne McGeeFebruary 15, 202512:21 AM UTCUpdated ago Text Small Text Medium Text Large Text Share X Facebook Linkedin Email Link A bitcoin is seen in an illustratio... |
| 01.02.2025 | Looming tariffs worry Wall Street over earnings hit, inflation pressure | Looming tariffs worry Wall Street over earnings hit, inflation pressure By Laura Matthews, Lewis Krauskopf and Suzanne McGeeJanuary 31, 202511:04 PM UTCUpdated ago Text Small Text Medium Text Large Text Share X Facebook Linkedin Email Link ... |
| 07.05.2024 | As bitcoin ETF growth slows, a new wave of investors could push adoption | figcaption>span]:font-sans"> Bitcoin is more accessible than ever with the January launch of spot ETFs, but before some investment pros can even talk about those flashy new tools, they have to do their homework... and maybe even ... |
| 26.04.2024 | Shepherd Smith Edwards & Kantas: Family Seeks Up to $1M in Damages From Cetera Investment Services Over Non-Traded REIT Losses in Cole Capital, Arc Realty Finance | Another Cetera Broker Accused of Using Shared Cultural Affinity To Gain Trust of Investors of Chinese Descent HOUSTON, April 26, 2024 /PRNewswire/ -- More investors of Chinese descent are suing broker-dealer Cetera because of losses they su... |
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