Jonathan Stouffer
Jonathan Stouffer is a registered investment advisor at Cetera Investment Advisers LLC, based in Newport Beach, CA, 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
4001 Macarthur Blvd, Ste 300, Newport Beach, CA, 92660
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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 owns rental property since 2008, dedicating minimal time to it. He also works as an insurance agent selling fixed insurance products since 2023, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
First Allied Securities, INC.Broker
D.E. Frey & Company, INC.Broker
State Registrations13 states
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