Frederick, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
3
Of 10,209 advisors across 5,115 offices
Location
Frederick MD
Advisors at this office
3
Advisors at this office
Jason B
Series 63, Series 65
Frederick, MD
Cetera
Jason Bowers is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America for 11 years. Outside of his advisory role, he is also a financial planner at Convergent Financial Partners and an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Hans H
Series 63, Series 65
Frederick, MD
Cetera
Hans Hoffmeyer is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and has previously worked with Avantax and Kevin O'Reilly. Hoffmeyer is the owner of Potomac Advisory Group, which provides tax preparation, financial advising, and insurance services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting both discretionary and non-discretionary account structures.
Jeffrey C
ChFC®, Series 66
Frederick, MD
Cetera
Jeffrey Cantrell is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, with 27 years of industry experience. He has been associated with Cetera and its related entities since 2013 and is also a partner at Bowman Gaskins Financial Group. Outside of advising, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
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