Johnathon Bunch
Johnathon Bunch is a registered investment advisor at Cetera Investment Advisers LLC, based in Sugar Land, TX, with 14 years of industry experience. Johnathon 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
1600 Highway 6, Suite 400, Sugar Land, TX, 77478
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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
Johnathon works as an internal wholesaler for 3 Mark Financial, focusing on insurance marketing, dedicating nearly full-time hours to this role. He also works as an insurance agent and owns rental properties, dedicating minimal time and about 10-20% of his time, respectively, to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations1 state
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