JL
JL

Jonathan Larsen

2 Years of Experience
Sandy, UT
Broker

Jonathan Larsen is a registered investment advisor at Cetera Investment Advisers LLC, based in Sandy, UT, with 2 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
Loading...

Location

9815 South Monroe St, Suite 550, Sandy, UT, 84070

Get directions

History

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 →
Other Business Activities

Jonathan works as a financial professional for Renaissance Financial, dedicating full-time hours to giving financial advice. He also owns a freelance photography business, spending minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Cetera Wealth Services, LLC
December 2023 - Present · 2 yrs 5 mos
State Registrations8 states
AZCAIDNVTNTXUTWA
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.