Jonathan Lilja
Jonathan Lilja is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, 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
1800 West Park Dr Ste 150, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a financial advisor at CCR Wealth Management LLC, dedicating nearly full-time hours to this role. He also works part-time as an EMT, serves as a Notary Public, is a member of the Conservation Commission, and serves on the Town of Rockport Select Board.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Gw & Wade Asset Management Company, LLCBroker
State Registrations1 state
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