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 is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
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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
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.
Exams
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