Jonathan Mounce is a registered investment advisor at Cetera Investment Advisers LLC, based in Newport News, VA. 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
11822 Canon Blvd, Newport News, VA, 23606
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Regulatory History (1)
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Criminal
August 2005Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2025 - Present · 5 mos
State Registrations2 states
KSVA
Advisor
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.