Jonathan Vera is a CFP-designated registered investment advisor, based in Houston, TX, with 14 years of industry experience.
Location
4550 Post Oak Pl, Ste 125, Houston, TX, 77027
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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 agent/broker for Ardent Solutions and IMG Financial Group, focusing on fixed insurance sales since 2011. He spends about 10-20% of his time on Ardent Solutions and minimal time on IMG Financial Group.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations5 states
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