Jonathan Obera is a registered investment advisor, based in Sugarloaf, CA, with 9 years of industry experience.
Location
486 Leonard Lane, Sugarloaf, CA, 92386
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cambridge Investment Research, INC.
November 2025 - Present · 6 mos
Cambridge Investment Research Advisors, INC.
November 2025 - Present · 6 mos
Cambridge Investment Research, INC.Broker
November 2025 - Present · 6 mos
Previous Registrations
Morgan Stanley
November 2020 - November 2025 · 5 yrs
Morgan StanleyBroker
November 2020 - November 2025 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - November 2020 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - November 2020 · 4 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.