Jason Dickerson
Advisor at Cetera — Schaumburg, IL American Lane
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Schaumburg, IL 60173-2096
Cetera
Institution
Jason Dickerson is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at firms including New York Life and Avantax. He was previously the owner and operator of NexGen Fitness Plano, a personal training studio, though this business is currently dormant. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, retirement plans, corporate and charitable entities, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various investment program platforms and third-party managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Schaumburg, IL American Lane
1450 American Lane, 6th Floor, Suite #650
Schaumburg IL 60173
Advisors at this office
38
Texas
2 years of industry experience
Cetera Wealth Services, LLC
2025 - Present • 1 year
Dallas, TX
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Financial Specialists LLC
2024 - Present • 2 years
Schaumburg, IL
Cetera Advisors LLC
2024 - Present • 2 years
Greenwood Village, CO
Cetera Wealth Services, LLC
2024 - Present • 2 years
El Segundo, CA
Cetera Investment Services Llc
2024 - Present • 2 years
Saint Cloud, MN
Avantax Advisory Services
2024 - 2025 • 1 year
Dallas, TX
Avantax Investment Services, Inc.
2024 - 2025 • 1 year
Dallas, TX
NYLIFE Securities LLC
2023 - 2024 • 1 year
Frisco, TX
New York Life Insurance Company
2023 - 2024 • 1 year
Frisco, TX
Unemployed
2023 - 2023 • 1 year
Little Elm, TX
Sage Spring Wealth Partners
2023 - 2023 • 1 year
Frisco, TX
Raymond James Financial Services, Inc.
2023 - 2023 • 1 year
Frisco, TX
UNEMPLOYED
2022 - 2023 • 1 year
Little Elm, TX
NexGen Fitness Plano
2014 - 2022 • 8 years
Plano, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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