JP
JP

Jonah Puschinsky

1 Year of Experience
Phoenix, AZ
Broker

Jonah Puschinsky is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 1 years of industry experience. Jonah 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

3131 E Camelback Road Suite 100, Phoenix, AZ, 85016

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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.

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Other Business Activities

Jonah works as a financial advisor for Renaissance Financial, dedicating full-time hours to this role. He also works as a sales development representative for JR Capital, an equipment financing firm, also dedicating full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
May 2024 - Present · 2 yrs
State Registrations10 states
AZCACOFLHIILMDMNTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.