Jonathan Sot is a registered investment advisor at Cetera Investment Advisers LLC, based in Parsippany, NJ. 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
14 Walsh Drive, Suite 100, Parsippany, NJ, 07054
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Regulatory History
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 ActivitiesSells Insurance
Jonathan is an insurance agent selling fixed insurance products since September 2024, dedicating full-time hours to this. He is also a financial professional with Allied Wealth Partners since April 2025, providing insurance, securities, and advisory services, also dedicating full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations8 states
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