JW
JW
Jonathan Woodham
1 Year of Experience
Destin, FL
1 DisclosureBroker
Jonathan Woodham is a registered investment advisor at Cetera Investment Advisers LLC, based in Destin, FL, with 1 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
34725 Emerald Coast Pkwy, Destin, FL, 32541
Get directionsHistory
Regulatory History (1)
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Financial
April 2020Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2025 - Present · 11 mos
Cetera Investment Services LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
February 2025 - February 2025 · 0 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - February 2025 · 4 mos
State Registrations3 states
ALFLTN
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.