Jonathan Donaldson
Jonathan Donaldson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 9 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
4626 Sherwood Common Blvd #301, Baton Rouge, LA, 70816
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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 a registered representative at Infinity Financial Group, LLC, spending nearly full-time preparing financial plans and selling insurance products. He also owns ADJ Enterprises LLC, which facilitates payments from Infinity Financial Group LLC, and sells fixed insurance with various companies, dedicating minimal time to each. Additionally, Jonathan is a chapter advisor for Sigma Alpha Epsilon and a partner at Ascent Behavior Therapy Center, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations6 states
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