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Jonathan Eitas

20 Years of Experience
Plymouth, MA
1 DisclosureBrokerSells Insurance

Jonathan Eitas is a registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth, MA, with 20 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

85 Samoset St Ste 34, Plymouth, MA, 02360

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History

Regulatory History (1)
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Criminal
December 2000
Final Disposition
Other Business ActivitiesSells Insurance

Jonathan operates under the DBA Baker and Eitas Financial Services, dedicating all of his time to this investment-related marketing activity as a financial advisor. He also spends minimal time on fixed insurance sales as an agent.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2026 - Present · 7 mos
Cetera Wealth Services, LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Kovack Advisors, INC.
January 2021 - March 2026 · 5 yrs 2 mos
Kovack Securities INC.Broker
January 2021 - March 2026 · 5 yrs 2 mos
Franklin Templeton Financial Services CORP.Broker
July 2019 - October 2020 · 1 yr 3 mos
Franklin/templeton Distributors, INC.Broker
February 2018 - October 2020 · 2 yrs 8 mos
Gnv Advisors, LLCBroker
September 2015 - August 2017 · 1 yr 11 mos
Geneva Advisors, LLC
July 2015 - August 2017 · 2 yrs 1 mo
Manulife Asset Management (US) LLC
November 2012 - June 2015 · 2 yrs 7 mos
John Hancock Funds, LLCBroker
July 2005 - June 2015 · 9 yrs 11 mos
State Registrations16 states
AZCAFLGAMAMDMENHNJNYOHSCTNVAVTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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