Jonathan Albano
Jonathan Albano is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 24 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
1800 West Park Dr Ste 150, Westborough, MA, 01581
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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
Jonathan operates CCR Wealth Management, a DBA for his securities business and fixed insurance offerings. He also serves as a co-trustee for the David Berowitz Insurance Trust and as a trustee for multiple clients' trusts, dedicating minimal time to the insurance trust and a few hours per week to the clients' trusts.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Vestax Securities CorporationBroker
Commonwealth Financial NetworkBroker
State Registrations9 states
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