Jon Deane is a registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 31 years of industry experience. Jon 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
410 Pine St SE Ste 300, Vienna, VA, 22180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is a member of Gaffey Deane & Talley PLLC, a CPA firm, and president of Apex 2030 Inc, a tax and accounting business; he spends about 10-20% of his time on each. He also works as a financial professional for Bowman Gaskins Financial Group, spending about a quarter of his time there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Legacy Advisors, LLC
Cambridge Investment Research, INC.Broker
Lockwood Financial Services, INC.Broker
Washington Investment CorporationBroker
Financial Planning Services - International, INC.Broker
State Registrations8 states
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