Jonathan Gragg
Jonathan Gragg is a registered investment advisor at Cetera Investment Advisers LLC, based in Redondo Beach, CA, with 13 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
Firm Size
IM Fee
Assets Under Management
Location
225 Ave I Ste 201, Redondo Beach, CA, 90277
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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
Jonathan is an insurance agent selling life, health, annuities, and long-term care insurance, dedicating a few hours per week. He also operates as a financial advisor under DBA Advanced Planning Solutions, spending full-time hours on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pacific Financial Associates, INC.Broker
State Registrations12 states
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