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Jonathan Anderson

17 Years of Experience
San Diego, CA
Broker

Jonathan Anderson is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 17 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

655 W Broadway 12th Fl, San Diego, CA, 92101

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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

Jonathan is involved in personal real estate investments since 2012, dedicating minimal time. He also serves as treasurer for a non-profit organization called Legatus, spending minimal time on this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2014 - Present · 11 yrs 6 mos
Cetera Investment Services LLCBroker
July 2014 - Present · 11 yrs 10 mos
Cetera Advisors LLCBroker
July 2014 - Present · 11 yrs 10 mos
Cetera Financial Specialists LLCBroker
July 2014 - Present · 11 yrs 10 mos
Cetera Wealth Services, LLC
April 2014 - Present · 12 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Girard Securities, INC.Broker
November 2015 - November 2017 · 2 yrs
Vsr Financial Services, INC.Broker
November 2015 - November 2016 · 1 yr
First Allied Securities, INC.Broker
February 2015 - September 2022 · 7 yrs 7 mos
Summit Brokerage Services, INC.Broker
February 2015 - December 2019 · 4 yrs 10 mos
Legend Equities CorporationBroker
February 2015 - December 2016 · 1 yr 10 mos
Investors Capital CORP.Broker
February 2015 - November 2016 · 1 yr 9 mos
J.P. Turner & Company, L.L.C.Broker
February 2015 - December 2015 · 10 mos
Cetera Advisors LLC
May 2014 - March 2024 · 9 yrs 10 mos
Cetera Advisor Networks LLC
April 2014 - June 2023 · 9 yrs 2 mos
LPL Financial LLC
December 2008 - September 2012 · 3 yrs 9 mos
LPL Financial LLCBroker
December 2008 - September 2012 · 3 yrs 9 mos
Aig Retirement Advisors, INC.
February 2007 - December 2008 · 1 yr 10 mos
Aig Retirement Advisors, INC.Broker
September 2006 - December 2008 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.