Jonathan Tanner
Jonathan Tanner is a registered investment advisor at Cetera Investment Advisers LLC, based in Valdosta, GA, with 14 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
913 N Patterson St, Valdosta, GA, 31601
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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 sells fixed insurance through Financial Identity Advisors Inc and JBC Companies. He is also a managing partner at Agents Resource Group, owns John Tanner Coaching, co-owns Pathways Podcast, and sings/performs.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, LLC
Cape Investment Advisory, INC.
Cape Securities INC.Broker
State Registrations12 states
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