Jonathan Ward
Jonathan Ward is a registered investment advisor at Cetera Investment Advisers LLC, based in Tallahassee, FL, with 11 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
Tallahassee, FL
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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 products as an insurance agent, dedicating minimal time to this activity. He also works as a financial advisor for Convergent Financial Partners (full-time) and as CFO for First Call Truck Parts (about 10-20% of his time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations6 states
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