Fort Smith, AR Garrison Ave Office
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Cetera
Institution
Firm-wide stats for Cetera
About
Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.
The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.
Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.
Based on Cetera
Expertise
Based on Cetera
Location
524 Garrison Ave
Fort Smith AR 72901
Advisors at this office
4
Advisors at this office
Jesica C
Series 66
Fort Smith, AR
Cetera
Jesica Campbell is a financial advisor at Cetera with nine years of industry experience. She holds a Series 66 designation and has worked previously at Arvest Wealth Management and Apex Communications. Campbell is based in Fort Smith, Arkansas. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Jacob M
Series 66
Fort Smith, AR
Cetera
Jacob Murray is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Bank of America. Outside of financial services, he was involved with Upkeep Property Preservation LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.
Jill R
CFP®, Series 66
Fort Smith, AR
Cetera
Jill Rowland is a CFP® and holds a Series 66 license, with eight years of industry experience. She is currently with Cetera and has previously worked at Bank of America, Merrill, and First National Bank of Fort Smith. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services and operates a multi-manager platform with various program structures and custodial relationships.
Brian S
CFP®, Series 66
Fort Smith, AR
Cetera
Brian Schneider is a CFP®-credentialed advisor with 13 years of industry experience, currently with Cetera. He has worked at Cetera since 2019 and previously at Arvest Wealth Management from 2012 to 2019. Schneider also serves as Director of Wealth Services and manages the Trust Department through First National Bank in Fort Smith, Arkansas, and is a volunteer board member for the Mercy Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and third-party managers with various program structures and custodial relationships.
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