JD
JD
Jason Dondero is a registered investment advisor, based in Richmond, CA, with 16 years of industry experience.
Location
3220 Blume Drive, Suite 221, Richmond, CA, 94806
Get directionsHistory
Regulatory History (2)
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Criminal
June 2004Final Disposition
Criminal
October 2001Final Disposition
Other Business ActivitiesSells Insurance
Jason is an employee of PH Tax & Wealth Solutions CPAs, Inc. providing accounting services and tax preparation, dedicating about a quarter of his time to this. He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, selling annuities and life insurance, spending a few hours per week on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2020 - September 2025 · 5 yrs 8 mos
Avantax Investment Services, INC.Broker
November 2009 - September 2025 · 15 yrs 10 mos
State Registrations1 state
CA
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.