Joni Deakins
Joni Deakins is a registered investment advisor at Cetera Investment Advisers LLC, based in Encino, CA, with 17 years of industry experience. Joni 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
Firm Size
IM Fee
Assets Under Management
Location
16133 Ventura Blvd., Ste 700, Encino, CA, 91436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joni sells life and health insurance with various companies since 2009, dedicating minimal time to this. She also owns a DBA, Compass Financial Advisors, with her husband and works as a financial advisor for Cetera Wealth Partners, dedicating nearly full-time hours to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
State Registrations5 states
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