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Jason P

Series 66

Kearney, MO

Cetera

Jason Pierret is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Edward Jones for seven years and has been affiliated with Cetera and Eagle Wealth Planning, LLC since 2021. He serves as a board member of the Kearney Education Foundation, a nonprofit organization involved in scholarship selection and fundraising. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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