Jon Gagliardi is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cranford, NJ, with 2 years of industry experience. Jon 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
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Assets Under Management
Location
340 North Ave, Floor 3, Cranford, NJ, 07016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is an Investment Advisor Representative with Avantax Planning Partners Inc, spending a few hours per week on client communication and investment assistance. He also serves as the Chief Executive Officer of MSPC Certified Public Accountants and Advisors PC, dedicating nearly full-time hours to overseeing firm operations, client service, and marketing.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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