Jonathan Goldston
Jonathan Goldston is a registered investment advisor at Cetera Investment Advisers LLC, based in Brecksville, OH, with 23 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
7000 Fitzwater RD, Suite 110, Brecksville, OH, 44141
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Jonathan sells life, disability, and fixed annuities as an insurance agent, dedicating about 10-20% of his time. He is also a financial professional for FHT Advisors, spending nearly full-time hours, and an elected board member for Skylight Foundation, spending about 10-20% of his time. Jonathan is also a member of Toma Goldston Financial LLC and owner of Goldston Financial, LLC, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations18 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.