Jonathan Bever
Jonathan Bever is a registered investment advisor at Cetera Investment Advisers LLC, based in Bellevue, WA, with 29 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
10655 NE 4th St, Suite 622, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2020Other Business ActivitiesSells Insurance
Jonathan is an Investment Advisory Representative and Registered Representative at Fulcrum Wealth Advisors, LLC, spending full-time hours in these roles. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Fulcrum Wealth Advisors, LLC
Cetera Advisor Networks LLC
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Distributors CorporationBroker
State Registrations7 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.