Jonathan Abbett
Jonathan Abbett is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rockville, MD, with 37 years of industry experience. Jonathan 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
Firm Size
IM Fee
Assets Under Management
Location
2101 Gaither Rd, Ste 600, Rockville, MD, 20850
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Jonathan is a partner at Financial Advantage Brokerage, selling fixed insurance, and a partner at Financial Advantage Tax LLC, working as an accountant/CPA. He is also the President/CEO/Co-owner of Financial Advantage Associates Inc., a financial services firm, where he dedicates about full-time hours and sells fixed insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations47 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.