Frederick, MD 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
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 at Cetera with 15 years of industry experience. His background includes roles at Avantax Advisory Services and Kevin O'Reilly, along with ownership of Potomac Advisory Group, where he provides tax preparation, financial advising, and insurance services. He is also involved in insurance marketing, selling specialty and commercial insurance products for collectors and business clients. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms and a variety of program structures.
Jeffrey C
ChFC®, Series 66
Frederick, MD
Cetera
Jeffrey Cantrell is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 28 years of industry experience. He has worked with Cetera since 2013 and is a partner at Bowman Gaskins Financial Group since 2000. Outside of advising, he is an independent insurance agent specializing in disability, fixed annuities, and life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.
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