JL
JL
James Lohnes
31 Years of Experience
Bradenton, FL
1 DisclosureBroker
James Lohnes is a registered investment advisor at Cetera Investment Advisers LLC, based in Bradenton, FL, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Bradenton, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2002Denied
Other Business Activities
James is the owner of Lohnes Wealth Management, a financial services business, since August 2022. He dedicates a full-time amount of time to this business, with most of the hours occurring during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2022 - June 2023 · 10 mos
Planmember Securities Corporation
June 2012 - August 2022 · 10 yrs 2 mos
Planmember Securities CorporationBroker
May 2012 - August 2022 · 10 yrs 3 mos
Ing Financial Partners, INC
December 2010 - January 2012 · 1 yr 1 mo
Ing Financial Partners, INC.Broker
December 2010 - January 2012 · 1 yr 1 mo
Ing Financial Advisers, LLC
August 2008 - December 2010 · 2 yrs 4 mos
Ing Financial Advisers, LLCBroker
August 2008 - December 2010 · 2 yrs 4 mos
Primevest Financial Services, INC.
August 2007 - October 2007 · 2 mos
Primevest Financial Services, INC.Broker
July 2007 - October 2007 · 3 mos
Great American Advisors, INC.
August 2006 - July 2007 · 11 mos
Great American Advisors, INC.Broker
August 2006 - July 2007 · 11 mos
Metropolitan Life Insurance CompanyBroker
April 2006 - August 2006 · 4 mos
Metlife Securities INC.Broker
April 2006 - August 2006 · 4 mos
Investment Centers of America, INC.
October 2005 - January 2006 · 3 mos
Investment Centers of America, INC.Broker
October 2005 - January 2006 · 3 mos
Bb&t Investment Services, INC.
August 2004 - June 2005 · 10 mos
Bb&t Investment Services, INC.Broker
August 2004 - June 2005 · 10 mos
Ncf Financial Services, INC.Broker
January 2004 - August 2004 · 7 mos
Ncf Financial Services, INC.
January 2004 - August 2004 · 7 mos
Invest Financial Corporation
September 2003 - December 2003 · 3 mos
Invest Financial CorporationBroker
September 2003 - December 2003 · 3 mos
Jackson National Life Distributors, INC.Broker
February 2003 - May 2003 · 3 mos
Commerce Capital Markets, INC.
September 2002 - November 2002 · 2 mos
Commerce Capital Markets, INC.Broker
June 2002 - November 2002 · 5 mos
Invest Financial Corporation
April 2001 - June 2002 · 1 yr 2 mos
Invest Financial CorporationBroker
May 1995 - June 2002 · 7 yrs 1 mo
North American Management, INC.Broker
January 1995 - May 1995 · 4 mos
Fbs Investment Services, INC.Broker
August 1994 - January 1995 · 5 mos
Liberty Securities CorporationBroker
March 1993 - August 1994 · 1 yr 5 mos
Cadaret, Grant & CO., INC.Broker
July 1992 - March 1993 · 8 mos
State Registrations10 states
ALCOFLGAINKSMONCNJTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.