JF
JF

Jon Fuller

20 Years of Experience
Omaha, NE
Broker

Jon Fuller is a registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 20 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

14600 Branch Street, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jon works as a Brokerage Operations Manager for CWM, LLC (DBA Carson Partners) and Carson Group Holdings, LLC, both investment-related financial services firms. He dedicates about a quarter of his time to each role, providing operational support to clients.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2022 - June 2023 · 1 yr 1 mo
Securities America Advisors, INC.
September 2013 - February 2021 · 7 yrs 5 mos
Securities America, INC.Broker
September 2013 - February 2021 · 7 yrs 5 mos
Charles Schwab & CO., INC.
December 2012 - September 2013 · 9 mos
Charles Schwab & CO., INC.Broker
November 2012 - September 2013 · 10 mos
Amerivest Investment Management, LLC
November 2008 - July 2012 · 3 yrs 8 mos
TD Ameritrade, INC.
November 2008 - July 2012 · 3 yrs 8 mos
TD Ameritrade, INC.Broker
April 2006 - July 2012 · 6 yrs 3 mos
Ameritrade, INC.Broker
March 2005 - April 2006 · 1 yr 1 mo
State Registrations52 states
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Exams
No exam information available for this advisor.