Jon Petoskey
Jon Petoskey is a registered investment advisor at Cetera Investment Advisers LLC, based in Southfield, MI, with 26 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
20750 Civic Ctr Dr, Ste 590, Southfield, MI, 48076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon works as an agent/broker selling fixed insurance through Wealth Strategies Financial Group since 2019. This activity takes a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Maximum Financial Investment Group, INC.Broker
Olde Discount CorporationBroker
State Registrations6 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.