Jonathan Dierlam
Jonathan Dierlam is a registered investment advisor at Cetera Investment Advisers LLC, based in Evansville, IN, with 18 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
4900 Shamrock Dr, Ste 200A, Evansville, IN, 47715
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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 is a chamber ambassador, adjunct professor, and networking member. He is also an associate at Rick Watkins Financial Services LLC, owner of Capital Logic, LLC, and an independent insurance agent for Life Settlement, spending a significant amount of time on these financial service activities. Jonathan is also a committee member for The First Tee of Indiana.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
CUNA Brokerage Services, INC.Broker
State Registrations11 states
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