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Jonathan Shofner
4 Years of Experience
Willmar, MN
Broker
Jonathan Shofner is a registered investment advisor at Cetera Investment Advisers LLC, based in Willmar, MN, with 4 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1104 19th Avenue South West, Willmar, MN, 56201
Get directionsHistory
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
Cetera Wealth Services, LLCBroker
February 2026 - Present · 3 mos
Cetera Investment Advisers LLC
February 2026 - Present · 3 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
September 2025 - November 2025 · 2 mos
Cetera Investment Advisers LLC
September 2025 - November 2025 · 2 mos
Avantax Investment Services, INC.Broker
February 2023 - September 2025 · 2 yrs 7 mos
Avantax Advisory Services
February 2023 - September 2025 · 2 yrs 7 mos
LPL Financial LLC
July 2021 - November 2022 · 1 yr 4 mos
LPL Financial LLCBroker
July 2021 - November 2022 · 1 yr 4 mos
Avantax Advisory Services
June 2021 - July 2021 · 1 mo
Avantax Investment Services, INC.Broker
April 2021 - July 2021 · 3 mos
State Registrations2 states
MNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.