Jonathan Vert
Jonathan Vert is a registered investment advisor at Cetera Investment Advisers LLC, based in Tukwila, WA, with 22 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
14973 Interurban Ave S, Suite 101, Tukwila, WA, 98168
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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 the President of ATS Maple Valley Inc, providing tax preparation and accounting services, and works as an accountant/bookkeeper. He also sells fixed indexed annuities and insurance products through Avantax Insurance Agency/Services, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations21 states
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