JR
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Jonathan Reyes

33 Years of Experience
Katy, TX
Broker

Jonathan Reyes is a registered investment advisor at Cetera Investment Advisers LLC, based in Katy, TX, with 33 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan owns rental property since October 2024, spending minimal time collecting rent and managing repairs. This activity is not investment-related.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2023 - December 2023 · 0 mos
Raymond James Financial Services, INC.Broker
December 2023 - December 2023 · 0 mos
Raymond James Financial Services Advisors, INC
January 2011 - December 2023 · 12 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 2011 - December 2023 · 12 yrs 11 mos
Chase Investment Services CORP.Broker
April 2009 - December 2010 · 1 yr 8 mos
Chase Investment Services CORP.
April 2009 - December 2010 · 1 yr 8 mos
Next Financial Group, INC.Broker
May 2008 - April 2009 · 11 mos
Next Financial Group, INC.
May 2008 - April 2009 · 11 mos
Allstate Financial Services, LLCBroker
October 2007 - April 2008 · 6 mos
First Midamerica Investment Corporation
March 2006 - September 2007 · 1 yr 6 mos
First Midamerica Investment CorporationBroker
March 2006 - September 2007 · 1 yr 6 mos
Banc of America Investment Services, INC.Broker
October 2004 - February 2006 · 1 yr 4 mos
Banc of America Investment Services, INC.
October 2004 - February 2006 · 1 yr 4 mos
Quick & Reilly, INC.Broker
March 2003 - October 2004 · 1 yr 7 mos
Quick & Reilly, INC.
March 2003 - October 2004 · 1 yr 7 mos
Strategic Advisers, INC.
October 1998 - April 2003 · 4 yrs 6 mos
Fidelity Brokerage Services LLCBroker
September 1992 - April 2003 · 10 yrs 7 mos
Princor Financial Services CorporationBroker
January 1992 - August 1992 · 7 mos
State Registrations4 states
AZPATXUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.