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Javier V
Series 66
Newport Beach, CA
Cetera
Javier Vallejo is a financial advisor with Cetera, holding a Series 66 license and bringing 23 years of industry experience. He has worked with firms including Ameriprise, LPL Financial, and Investors Capital Corp. Vallejo is also the managing partner of Pacific Terra Wealth Management and serves as president and CEO of JIMA Worldwide, a non-investment related expense company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.
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