Jonathan Mulligan
Jonathan Mulligan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Clifton Park, NY, with 3 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
7 South Side Drive Suite 204, Clifton Park, NY, 12065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a financial advisor at Legacy Wealth Planning Group since 2021, spending approximately 60 hours per week (40 during trading hours) managing the financial planning process, handling client correspondence, and managing portfolios.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, LLCBroker
State Registrations5 states
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