Jon Weinstein
Jon Weinstein is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 53 years of industry experience. Jon 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
5720 Lbj Freeway, Suite 625, Dallas, TX, 75240
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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
Jon sells fixed insurance (life and disability) with various companies, dedicating minimal time to this. He also serves as a FINRA arbitrator, is on the Professional Advisory Council for Louisiana State University, is a board member for Temple Emanu-El Dallas, TX Brotherhood, and is a Professional Advisory Committee Member for the Community Foundation of Texas.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Investment Management & Research, INCBroker
Keogler, Morgan & Company, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Kidder, Peabody & CO., IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations7 states
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