Jonathan Harnish
Jonathan Harnish is a registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 8 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
6760 Corporate Drive, Suite 100, Room 106, Colorado Springs, CO, 80919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan works as a financial consultant for Everence, Everence Trust Company, Everence Foundation, and Everence Financial, providing investment, financial, and charitable planning services. This takes up a full-time commitment, with a significant portion during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations7 states
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