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Jonathan Anderson
18 Years of Experience
Guntersville, AL
1 DisclosureBroker
Jonathan Anderson is a registered investment advisor at Cetera Investment Advisers LLC, based in Guntersville, AL, with 18 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
2025 Gunter Ave, Guntersville, AL, 35976
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2022Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2020 - Present · 6 yrs 4 mos
Cetera Investment Services LLCBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
The Leaders Group, INC.Broker
April 2018 - August 2018 · 4 mos
The Leaders Group, INC.Broker
August 2017 - December 2017 · 4 mos
LPL Financial LLCBroker
November 2013 - July 2016 · 2 yrs 8 mos
Cetera Investment Services LLCBroker
October 2006 - November 2013 · 7 yrs 1 mo
State Registrations5 states
ALFLGANCTN
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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