Jack Cima, financial advisor Escondido CA

Jack Cima

CRD Number: 1023079
Current Firm: Cetera Investment Advisers LLC

Jack Cima (CRD# 1023079) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Escondido, CA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Intuit, Inc. San Diego, CA Dec 2021 - Mar 2023 1
Voya Financial Advisors San Diego, CA Sep 2014 - Jun 2021 6
Nylife Distributors LLC Parsippany, NJ Oct 2003 - Sep 2020 16
New York Life Insurance Company Leawood, KS Dec 1999 - Sep 2020 20
Ing Financial Partners, Inc. San Diego, CA Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Jack B. Cima
Phone Number: 888-528-2987
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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